Working for Smart Growth:
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Legacy Circle

Making a planned gift is a personal decision that may include a variety of asset contributions, all of them offering generous tax benefits. New Jersey Future is happy to work with you, your family, and your financial advisers to structure a plan that provides the greatest benefits for generations to come.

We welcome donors who wish to donate gifts of stock, bonds, mutual funds or real estate to New Jersey Future either as an outright gift or a gift in a bequest, trust or annuity. Your legacy to New Jersey Future may carry your name, be named in honor of a loved one or in memory of another person, or it may be anonymous.

A few examples of planned gifts:

1. Appreciated securities
Contributing appreciated securities such as stocks, bonds and mutual funds can provide you with significant tax benefits, including avoidance of capital gains tax.

2. Wills or bequests
In addition to providing for your family, your will can designate New Jersey Future as a beneficiary. Give a specific amount, a percentage of your estate or all that remains after providing for the important people in your life.

3. Retirement plans
You can make New Jersey Future a beneficiary of your individual retirement account or retirement plan. This option is an especially effective way to minimize estate taxes.

4. Property
Donations of real estate, jewelry, art or other valuables also make welcome gifts and can provide significant tax benefits.

5. Life income gifts
Name New Jersey Future as a beneficiary, tailor your giving to meet your specific needs, in addition to benefiting New Jersey Future.

Of course, this type of decision requires a lot of planning and discussion. If you would like more information on joining the Legacy Circle for New Jersey Future or just want to talk about process, please do not hesitate to call 609-393-0008 ext. 101.

© New Jersey Future, 16 W. Lafayette St. • Trenton, NJ 08608 • Phone: 609-393-0008 • Fax: 609-360-8478

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