Caring for Generations
 
 
 
 
 

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.

 

Retirement Assets

You may designate JF&CS as a beneficiary of a qualified retirement plan, such as an IRA, 401(k), or 403(b).

Life Insurance

Life insurance can be used in a variety of ways to make planned gifts.

Donor-Advised Funds (DAF)

Using an existing donor-advised fund is a straightforward way to leave a legacy gift to JF&CS.

Other Assets

Other assets, like commercial annuity contracts, bank accounts and investment accounts, can also be used to make a gift to JF&CS.

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Waltham, MA 02451
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