PLANNED GIVING

GIVE A GIFT THAT LEAVES A LEGACY

Leave a lasting legacy at MOCA Jacksonville with a planned gift by designating the museum in your estate plans. This ensures the future sustainability of the museum and enables our mission to live on for future generations, while keeping you in control of your assets. You can choose a dollar amount or percentage of your estate or include MOCA Jacksonville as a contingent beneficiary.

There are many ways to support MOCA Jacksonville’s mission into the future. By alerting the museum of your planned gift, we appreciate the opportunity to thank you today and recognize your support during your lifetime.

Learn more by reviewing the options below, contacting your financial advisor, or speaking with a member of MOCA’s Development team at 904-620-4205 or mocadevelopment@unf.edu. The options below are examples of ways to plan your gift. We recommend reviewing any plans with your financial advisor, who can provide more detailed explanations and additional options to support your estate planning.

WAYS TO PLAN YOUR GIFT

BEQUESTS 

The simplest way to make a planned gift is through a bequest in your will. Undesignated bequests allow the museum to use the funds where they are most needed. Please talk to us if you are interested in directing a bequest to support a specific fund or to endow a specific program.

RETIREMENT PLAN ASSETS AND IRAS 

Bequeathing retirement assets to the museum allows you to fulfill your charitable objectives while preserving more of your estate’s value for family members. Designating the museum as the beneficiary of your retirement account or IRA may help your estate bypass multi-tier tax exposures, preserve the value of your estate, and protect your heirs from potential tax burdens.

LIFE INSURANCE

Giving a life insurance policy is a great way to transform a modest gift into one that is transformative. You can transfer ownership of a fully paid policy to the museum, reassign ownership and beneficiary status for a policy on which premiums are still being paid, or establish a new policy and designate the museum as applicant, owner, and beneficiary.

CHARITABLE GIFT ANNUITIES 

Charitable gift annuities provide beneficiaries with a fixed income for life in exchange for a gift of cash or marketable securities to the museum. The rates of return are generally higher than those from savings or money market accounts, and you can choose whether to receive income immediately or wait until retirement.

CHARITABLE REMAINDER TRUST 

Contribute to the future of the museum, secure lifetime annual payments for yourself and/or other beneficiaries, and generate substantial tax benefits with a charitable remainder trust. A trust of this kind provides beneficiaries with income for life or a specified length of time and then distributes the remaining assets to the museum. An income tax deduction is available immediately.

CHARITABLE LEAD TRUSTS 

With a charitable lead trust, you make a significant multi-year gift to the museum and maximize the value of assets for your heirs. This type of trust pays an annual amount to the museum, with the assets ultimately passing on to another beneficiary. You can decide whether to receive an income tax deduction or pass saving on to your estate.

GIFTS OF ART 

MOCA Jacksonville has an excellent program for acquiring works of art to enhance its collections, either today or planned for the future. Because gifts of art require careful preparation, please contact us to ensure that the museum can accept your gift. We will guide you through the process and provide resources to answer to your appraisal and tax questions.