Giving Options

Wills and Trusts

Wills and Trusts

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit the Joffrey.

Beneficiary Designation

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Donor-Advisor Fund

Donor-Advised Fund

Make a Gift with a Donor-Advised Fund

The donor-advised fund (DAF) is becoming an increasingly popular way to make a charitable gift. DAFs can provide you with immediate tax benefits while making your charitable giving easier. Here are two simple ways you can make a gift through your DAF: