Planned Giving - Define Your Legacy and Make a Difference!

Planned Giving

With thoughtful planning, anyone can provide for their financial goals and help Jacksonville University continue to be an extraordinary place to learn. Planning may allow you to:
  • Benefit family and friends while providing for the university that is important to you
  • Leave a personal legacy that reflects your values and beliefs
  • Take advantage of possible tax benefits
  • Receive the satisfaction of giving back in a meaningful way
Legacy gifts take many forms, and reasons to include JU in one's financial and estate plan are as unique as each individual, but they share a single purpose: to ensure that Jacksonville University will prosper in the future.

We appreciate the continued commitment of alumni and friends to JU students and thank them for all they do to make our good work possible. We would be honored to assist you, too. JU's success depends on your vision and generosity.
How to Make a Difference at JU
You want to make a difference at JU, but don't know where to begin? Identify your goals and review possible strategies to achieve them.
Read More...
Plan Your Gift At Any Age
Simple Planning Tips to protect your family and support JU too!
Read More...

 

Contact Us
Maria Pellegrino-Yokitis, JD
Director of Major Gifts and Planned Giving
Jacksonville University
2800 University Blvd. N.
Jacksonville, FL 32211
(904) 256-7928
mpelleg@ju.edu
Tax ID: 59-0624412

 

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Sunday August 20, 2017

Washington News

Washington Hotline

"Don't Take the Bait" W-2 Scam

In IR-2017-130, the Service continued a summer series of warnings about tax scammers. In this latest scam, a business or nonprofit is targeted in an effort to obtain its employees' Forms W-2.

In this scam, the fraudster claims to be an officer of the business or nonprofit. He or she sends an email to a financial or human resources employee. The fraudster tries to trick the employee into sending him or her a list of all employee W-2 forms.

With the W-2 forms, the fraudster is able to file tax returns with exact income numbers and request improper refunds. Because the income numbers are correct, it is more difficult for the IRS to discover the fraud.

IRS Commissioner John Koskinen stated, "These are incredibly tricky schemes that can be devastating to a tax professional or business. Cybercriminals target people with access to sensitive information, and they cleverly disguise their efforts through an official-looking email."

The W-2 scam has targeted businesses, public schools, universities and other nonprofits.

All businesses and nonprofits should take steps to protect Forms W-2. If a finance or human relations employee is asked for W-2 information, a good policy is to have the employee call the person requesting information and confirm the reason for the request.

The IRS has a special email address for reporting theft of Form W-2 information. The IRS email address is dataloss@irs.gov. Use "W-2 Scam" in the email subject line.

Published August 18, 2017
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