A gift to Jewish Community Foundation helps ensure our community has permanent, lasting resources to invest in our children, older adults, families, and the needy in our community and beyond.

Your gift to Foundation ensures the continued vitality of our Jewish community, today and tomorrow, for generations to come.

Planned giving gives voice to the values you and your family hold dear. As an integral part of your family philanthropy and estate planning, your gift to Jewish Community Foundation can help you avoid Federal and State taxes, including capital gains, gift, income and estate taxes, while providing you an immediate charitable deduction. Moreover, it ensures the values and causes that matter most to you and your heirs benefit from your legacy in perpetuity.

Your legacy gift to Foundation is a base of support for our Jewish community – forever. It provides support in the form of grants to our affiliate agencies, annual income to the synagogue or organizations you choose, ensures the programs and services that matter most to you benefit from your generosity for generations to come, and more.

Make a difference, now and forever

There are many ways to make a difference through Foundation. Through a financial strategy personally crafted just for you, you may take advantage of one of the many planned-giving options available. You can leverage your assets to make a much bigger difference than you may have thought possible, and, in many cases, you will also generate extra income and enjoy attractive tax benefits.

Planned giving is a smart way to help others as you help yourself. Through strategic financial planning, you will be amazed at how the power and passion of your values will continue far into the future. You will be leading the way — and inspiring others to follow in your footsteps.

Make a difference, now and forever

There are many ways to make a difference through Foundation. Through a financial strategy personally crafted just for you, you may take advantage of one of the many planned-giving options available. You can leverage your assets to make a much bigger difference than you may have thought possible, and, in many cases, you will also generate extra income and enjoy attractive tax benefits.

Planned giving is a smart way to help others as you help yourself. Through strategic financial planning, you will be amazed at how the power and passion of your values will continue far into the future. You will be leading the way — and inspiring others to follow in your footsteps.

TYPES OF FUNDS

There are many endowment vehicles with which to create the legacy that suits you best.

  • Donor Advised – you help determine what your gift will fund. An ideal vehicle if you make gifts to several charities, such as a synagogue, agency, alma mater, hospital, etc. It offers you the simplicity of one fund for all of your charitable giving needs.
  • Restricted – you determine what level of support is provided and where, to a specific cause or causes, to a program established in your name, or to the organization or organization you specify. Distributions are made only to the causes you choose, and you control, at inception, exactly where your gift will go.
  • Unrestricted – most gifts received are unrestricted, allowing the Foundation to respond to the urgent needs of our community as they arise. Your gift will be used to support a variety of Jewish causes, as determined by Foundation.
  • LOJE and PACE – Lion of Judah Endowment and Perpetual Annual Campaign Endowment gifts are established at twenty (20) times your gift to the annual campaign, with distributions made to the annual campaign only after your death. These endowments perpetuate your gift to the annual campaign.

 

TYPES OF GIVING

  • Cash – a gift of cash to a qualified non-profit or foundation is encouraged by our government through tax incentives and charitable deductions.
  • Charitable Remainder Trusts (and Wealth Replacement Trusts) – allow you to increase your annual income; avoid federal and state taxes, such as capital gains, estate, and gift taxes; receive an immediate charitable deduction; provide security for your heirs; and make large gifts to your favorite charities.
  • Life Insurance – when you give a gift of life insurance naming the Foundation as irrevocable beneficiary and owner, the premiums you pay are fully deductible each year, and the policy allows you leave a significant gift at a fraction of its actual value.
  • Pensions and IRAs – leaving a pension or IRA to Foundation can protect your estate and your heirs from significant tax burdens.
  • Real Property – gifts of art, jewelry, real estate, and other items of value benefit Foundation and may reduce your taxes significantly.
  • Stock – a gift of stock allow you a tax deduction for the entire fair market value of the stock on the date you give the gift.

Please contact Jewish Community Foundation for more information, and please consult your financial or legal advisor to discuss the significant tax benefits to planned giving.