Planned Giving

Your annual membership, attendance of our events, and other support makes such a difference to the New Jersey Jazz Society. Because of generous, forward-thinking friends like you, your planned giving will leave a lasting personal legacy and will enable the NJJS to continue its mission of promoting and preserving jazz.

A simple and flexible way to accomplish this is through a charitable bequest. By including a bequest to the New Jersey Jazz Society in your Will or living trust, you are ensuring we can continue our work for years to come. In addition, your gift may entitle your estate to a federal or state estate tax charitable deduction. If you already have a Will, your attorney can prepare a simple amendment, known as a codicil, to your Will to accommodate your wishes.

Another simple way to leave a lasting legacy is to designate the New Jersey Jazz Society as a beneficiary to receive certain financial assets. You simply fill out a designation of beneficiary form – this is separate from your Will. You can name us as a beneficiary of the following assets:

• Retirement Plan funds
• Life Insurance
• Commercial Annuities
• Bank Accounts, Certificates of Deposit or Brokerage Accounts

Talk to your financial or legal advisor to learn about tax implications of such transfers.

If you have any questions about planned giving, please contact our President, Mike Katz, by email at Pres@NJJS.org or by telephone at (908) 273-7827

The New Jersey Jazz Society is qualified as a tax-exempt cultural organization under Section 501(c)(3) of the Internal Revenue Code, Federal ID 23-7229339