Planned Giving
How will you be remembered? Have you thought about what legacy you wish to leave your loved ones? How will you impart your Jewish values and heritage to them?
When you leave a legacy to the Michael Ann-Russell Jewish Community Center (MARJCC) through a planned gift, you make an enduring and meaningful statement about your most cherished beliefs and values and ensure the MARJCC will thrive and continue to meet the challenges and opportunities that face future generations.
Easy and Tax-Smart Ways to
Fund Your Legacy
You can impact the future of Jewish life in Miami-Dade County by supporting the Michael-Ann Russell Jewish Community Center with a legacy gift in any amount. Creating your Jewish legacy https://legacy.jewishmiami.org/?pageID=1011 ensures that you will be remembered, and your Jewish values will continue beyond your lifetime. It is also a meaningful way to honor the memory of a loved one while providing for a vibrant Jewish community for generations to come.
A Gift in Your Will
You can name the Michael-Ann Russell Jewish Community Center a beneficiary in your will or trust. The amount can be specified in dollars or a percentage of your estate.
Benefits:
- Effective planning tool to reduce estate taxes, if applicable
- It does not affect your current income or assets during your lifetime
- Easy to create and modify with the assistance of an attorney if your circumstances change
Sample Language to Share With Your Attorney:
I give, devise, and bequeath the sum of $ ______________________ percentage, ___________%, or the remainder of my estate, to the Greater Miami Jewish Federation, Inc., Miami, Florida (Tax ID# 59-0624404), to support the Michael-Ann Russell Jewish Community Center. Suitable recognition shall follow the establishment of the fund.
A Gift in Your Retirement Plan
– Beneficiary Designation
Donating appreciated assets, including stocks, is an easy and tax-effective way for you to fund your legacy during your lifetime.
How It Works:
Contact your financial advisor to transfer appreciated stock directly to the MARJCC. For stock transfer instructions, your advisor can contact <insert contact info here>.
Benefits:
- Receive an immediate income tax deduction based on the fair market value of the securities
- Avoid paying capital gains tax on appreciated securities held for more than one year
- Establishes your legacy separate from family money, will, or an estate plan
A Gift in your Retirement Plan
– IRA Charitable Rollover
If you are 70 ½ or older, you can also fund your legacy commitment by transferring up to $100,000 directly from your Individual Retirement Account each year to the Michael-Ann Russell JCC. This is a viable option for those who do not depend on this income and want to avoid paying additional income tax.
How It Works:
Contact your IRA plan administrator to make a gift from your IRA directly to the Federation by check, wire, or ACH. Your plan administrator can contact <insert contact info here> for transfer instructions when you’re ready.
Benefits:
- Your children avoid paying estate and income taxes on the assets left in your retirement account
- Avoid paying taxes as this Qualified Charitable Distribution (QCD) from your IRA is made directly to the MARJCC
- May satisfy your required minimum distribution (RMD) for the year
- Reduces your taxable income, even if you don’t itemize deductions
- Establishes your legacy separate from family money, will, or estate plan
Contact your IRA plan administrator to make a gift from your IRA directly to the Federation by check, wire, or ACH. Your plan administrator can contact Roxana Markus, Chief Development Officer, at [email protected] or 305.932.4200 x189. here it needs to be my name and contact details for transfer instructions when you’re ready.
A Gift of Life Insurance
– Beneficiary Designation
If you have a whole or universal life insurance policy that has outlasted its original purpose, you may want to consider naming the Michael-Ann Russell JCC as a remainder beneficiary of all or part of your life insurance policy. For example, you may have purchased a policy to provide for minor children who are now financially independent adults.
How It Works:
Contact your life insurance provider, request a beneficiary designation form from the insurer, and include the MARJCC as the beneficiary of your policy. The form can also be found online. Your legacy commitment is complete once you fill out the form, return it to the appropriate insurance provider or specific advisor, and provide a copy to the MARJCC.
Benefits:
- It does not affect your current income or assets during your lifetime
- Easy to create and modify using the beneficiary designation form
- Establishes your legacy separate from family money, will, or estate plan
A Gift of Appreciated
Assets (Stocks)
Naming the Michael-Ann Russell JCC as a remainder beneficiary of all or part of your retirement plan is an easy and tax-effective way to support our work. If you are like most people, you probably will not use all your retirement assets during your lifetime.
How It Works:
To make a gift of your unused retirement assets to fund your legacy commitment, you will need to complete a beneficiary designation form provided by your retirement plan custodian, which can also be found online. Your legacy commitment is complete once you fill out the form, return it to the appropriate financial institution or specific advisor, and provide a copy to the MARJCC.
Benefits:
- Your children avoid paying estate and income taxes on the assets left in your retirement account
- It does not affect your current income or assets during your lifetime
- Easy to create and modify using the beneficiary designation form
- Establishes your legacy separate from family money, will, or estate plan
Grant Recommendation From Your Donor
-Advised Fund
A contribution to the MARJCC from your Donor-advised Fund is a simple and efficient way to strengthen our mission and community for generations to come. You can also name the MARJCC as a remainder beneficiary of your fund after your lifetime.
How It Works:
Make a grant recommendation to the Michael-Ann Russell JCC from your fund. To name the MARJCC as a remainder beneficiary of your fund, you will need to update your fund documents, held by the foundation or institution where your fund is housed.
Benefits:
- Easy way to direct charitable dollars to support the work that you care most about at the MARJCC
- Establishes your legacy separate from family money, will, or estate plan using funds that are already designated for a charitable purpose
- There are several easy and tax-smart ways to fund your Jewish legacy. Please consult with your legal and tax advisors to determine what would be best for you.
To find out more about how to Create a Jewish Legacy, please click here: https://legacy.jewishmiami.org/?pageID=1011 or contact Roxana Markus, Chief Development Officer, at [email protected] or 305.932.4200 x189.
WAYS TO GIVE
a
Online
Donate securely online by clicking here.
b
Cash
Submit a cash donation to the MARJCC’s Chief Development Officer. You will receive a receipt for your records.
c
Check
Mail a check made payable to the MARJCC to:
Michael-Ann Russell Jewish Community Center
Attn: Roxana Markus, Chief Development Officer
18900 NE 25 Avenue,
North Miami Beach, Florida 33180.
d
Donate Stock
For transfer instructions, please contact Roxana Markus at [email protected] or 305.932.4200 x189.
e
Wire/ ACH Transfer
For transfer instructions, please contact Roxana Markus at [email protected] or 305.932.4200 x189.
In-Kind Donations
At the MARJCC, we are deeply grateful for all forms of support, including in-kind donations. In-kind donations are non-monetary contributions of goods or services that help us enhance our programs and serve our community.
Examples of in-kind donations we accept include:
- Goods such as equipment, supplies, or materials
- Event sponsorships, including refreshments, entertainment, or décor
- Prizes for raffles, auctions, or community events
Benefits of making an in-kind donation:
- Support a worthy cause: Your contribution helps sustain the programs and services we provide.
- Tax deductions: In-kind donations are tax-deductible, typically for the fair market value of your contribution.
- Public recognition: Depending on your donation, we may highlight your support in our newsletters, website, or event materials.
Contact Us: For questions or to coordinate an in-kind donation, please reach out to Roxana Markus Chief Development Officer
Other Ways to Give
01
Tribute and Memorials Gifts
If you have a loved one impacted by the MARJCC, establishing a memorial or tribute gift is a meaningful way to honor them or celebrate a special occasion, such as a birthday, while supporting our mission. Your memorial or tribute gift will extend the legacy of your loved one and will make a difference.
02
Matching Gifts
Many employers offer matching gift programs that can double or even triple your donation to the MARJCC at no extra cost to you.
To participate, check if your employer matches donations by visiting their corporate matching gift portal or contacting your HR department. Once confirmed, submit the required forms along with your donation, and we’ll ensure it is matched.
This simple step can significantly increase your impact and support for our programs, helping us provide even more enriching experiences for our community.
03
Naming Opportunities
Leave your print on the MARJCC in your name or in the name of someone you wish to honor or memorialize. Naming opportunities exist at various giving levels to allow our donors to leave a legacy based on their individual desires. Several naming opportunities exist.
- Indoor and Outdoor Structures
-Programs
-Events & Series
The financial requirements for naming opportunities differ, so donors are encouraged to discuss their ideas with Roxana Markus, Chief Development Officer.
WAYS TO GIVE
Donate securely online by clicking here
Submit a cash donation to the MARJCC’s Director of Development. You will receive a receipt for your records.
Mail a check made payable to the MARJCC to:
Michael-Ann Russell Jewish Community Center
Attn: Roxana Markus, Chief Development Officer
18900 NE 25 Avenue
North Miami Beach, Florida 33180
For transfer instructions, please contact Roxana Markus at [email protected] or 305.932.4200 x189.
For transfer instructions, please contact Roxana Markus at [email protected] or 305.932.4200 x189.
You can impact the future of Jewish life in Miami-Dade County by supporting the Michael-Ann Russell Jewish Community Center with a legacy gift in any amount. Creating your Jewish legacy https://legacy.jewishmiami.org/?pageID=1011 ensures that you will be remembered, and your Jewish values will continue beyond your lifetime. It is also a meaningful way to honor the memory of a loved one while providing for a vibrant Jewish community for generations to come.
A Gift in Your Will
You can name the Michael-Ann Russell Jewish Community Center a beneficiary in your will or trust. The amount can be specified in dollars or a percentage of your estate.
Benefits:
- Effective planning tool to reduce estate taxes, if applicable
- It does not affect your current income or assets during your lifetime
- Easy to create and modify with the assistance of an attorney if your circumstances change
Sample Language to Share With Your Attorney:
I give, devise, and bequeath the sum of $ ______________________ percentage, ___________%, or the remainder of my estate, to the Greater Miami Jewish Federation, Inc., Miami, Florida (Tax ID# 59-0624404), to support the Michael-Ann Russell Jewish Community Center. Suitable recognition shall follow the establishment of the fund.
Naming the Michael-Ann Russell JCC as a remainder beneficiary of all or part of your retirement plan is an easy and tax-effective way to support our work. If you are like most people, you probably will not use all your retirement assets during your lifetime.
How It Works:
To make a gift of your unused retirement assets to fund your legacy commitment, you will need to complete a beneficiary designation form provided by your retirement plan custodian, which can also be found online. Your legacy commitment is complete once you fill out the form, return it to the appropriate financial institution or specific advisor, and provide a copy to the MARJCC.
Benefits:
- Your children avoid paying estate and income taxes on the assets left in your retirement account
- It does not affect your current income or assets during your lifetime
- Easy to create and modify using the beneficiary designation form
- Establishes your legacy separate from family money, will, or estate plan
If you are 70 ½ or older, you can also fund your legacy commitment by transferring up to $100,000 directly from your Individual Retirement Account each year to the Michael-Ann Russell JCC. This is a viable option for those who do not depend on this income and want to avoid paying additional income tax.
How It Works:
Contact your IRA plan administrator to make a gift from your IRA directly to the Federation by check, wire, or ACH. Your plan administrator can contact <insert contact info here> for transfer instructions when you’re ready.
Benefits:
- Your children avoid paying estate and income taxes on the assets left in your retirement account
- Avoid paying taxes as this Qualified Charitable Distribution (QCD) from your IRA is made directly to the MARJCC
- May satisfy your required minimum distribution (RMD) for the year
- Reduces your taxable income, even if you don’t itemize deductions
- Establishes your legacy separate from family money, will, or estate plan
Contact your IRA plan administrator to make a gift from your IRA directly to the Federation by check, wire, or ACH. Your plan administrator can contact Roxana Markus, Director of Development, at [email protected] or 305.932.4200 x189. here it needs to be my name and contact details for transfer instructions when you’re ready.
If you have a whole or universal life insurance policy that has outlasted its original purpose, you may want to consider naming the Michael-Ann Russell JCC as a remainder beneficiary of all or part of your life insurance policy. For example, you may have purchased a policy to provide for minor children who are now financially independent adults.
How It Works:
Contact your life insurance provider, request a beneficiary designation form from the insurer, and include the MARJCC as the beneficiary of your policy. The form can also be found online. Your legacy commitment is complete once you fill out the form, return it to the appropriate insurance provider or specific advisor, and provide a copy to the MARJCC.
Benefits:
- It does not affect your current income or assets during your lifetime
- Easy to create and modify using the beneficiary designation form
- Establishes your legacy separate from family money, will, or estate plan
Donating appreciated assets, including stocks, is an easy and tax-effective way for you to fund your legacy during your lifetime.
How It Works:
Contact your financial advisor to transfer appreciated stock directly to the MARJCC. For stock transfer instructions, your advisor can contact <insert contact info here>.
Benefits:
- Receive an immediate income tax deduction based on the fair market value of the securities
- Avoid paying capital gains tax on appreciated securities held for more than one year
- Establishes your legacy separate from family money, will, or an estate plan
A contribution to the MARJCC from your Donor-advised Fund is a simple and efficient way to strengthen our mission and community for generations to come. You can also name the MARJCC as a remainder beneficiary of your fund after your lifetime.
How It Works:
Make a grant recommendation to the Michael-Ann Russell JCC from your fund. To name the MARJCC as a remainder beneficiary of your fund, you will need to update your fund documents, held by the foundation or institution where your fund is housed.
Benefits:
- Easy way to direct charitable dollars to support the work that you care most about at the MARJCC
- Establishes your legacy separate from family money, will, or estate plan using funds that are already designated for a charitable purpose
- There are several easy and tax-smart ways to fund your Jewish legacy. Please consult with your legal and tax advisors to determine what would be best for you.
To find out more about how to Create a Jewish Legacy, please click here: https://legacy.jewishmiami.org/?pageID=1011 or contact Roxana Markus, Chief Development Officer, at [email protected] or 305.932.4200 x189.