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Carefully planned philanthropic investments
can supplement your clients' income and preserve assets for
their heirs, while providing tax savings in capital gains,
gift, estate and income taxes.
Gift options:
Gifts of appreciated stock or real estate
By giving appreciated stocks or real estate, donors can benefit
from tax deductions on the current market value of appreciated
stocks or assets, avoid capital gains tax and reduce future
estate taxes.
>> More on stock gifts
>> More on real
estate gifts
Bequests
Your client can reduce estate taxes and leave a permanent
legacy by specifying a gift in his or her will to one or more
charities.
>> More on bequests
Charitable Gift Annuities
By establishing a charitable gift annuity, your client can
receive an income for life while making a lasting contribution.
>> More on charitable gift
annuities
Life Insurance
Your client can fund a large gift at modest current costs
by purchasing a life insurance policy and specifying the Foundation
or other organizations as the beneficiary. Insurance premiums
and cash surrender values can be made tax-deductible, and
the resulting gift can offset future estate tax obligations.
>> More on life insurance
gifts
Charitable remainder trusts
Charitable remainder trusts enable a gift that produces income
for donors and their loved ones. A donor can take a pro-rated
tax deduction now, leave the remainder to charity, and reduce
estate taxes accordingly.
>>More on charitable remainder
annuity trusts
>>More on charitable remainder
unitrusts
Charitable lead trusts
If your client has an income-producing asset such as real
estate, a charitable lead trust can allow him or her to contribute
the income to charity and and then pass the property onto
his or her heirs, gift and estate tax-free.
>>More on charitable lead
trusts
Charitable fund options
By establishing a charitable fund with the Foundation, your
client has an opportunity to enjoy the tax savings that come
with making a charitable gift while making a lifetime of difference
as an enlightened philanthropist. We act as your client's
"philanthropic bank," investing and growing the
funds—and giving your client the opportunity to maximize
charitable impact. Your clients can make a difference every
year, in their own way, and in the areas that mean the most
to them.
Donor-advised philanthropic funds
With a donor-advised philanthropic fund your client can make
a gift now, take a tax deduction immediately, and exercise
power as a philanthropist over time. Philanthropic fund donors
can recommend grants to qualified charitable organizations
on their timetable. Donors can make additional tax-deductible
gifts to their funds at any time.
>>More on donor-advised
philanthropic funds
>>Comparisons between donor-advised
philanthropic funds and private foundations
Supporting family foundations
Supporting foundations are a significantly tax-advantaged
and cost-effective alternative to private foundations. We
provide administrative support, strategic philanthropy expertise,
board meeting planning and facilitation so donors and their
families can dedicate their focus and resources toward perpetuating
their values, impact and legacy in the community.
>>More on supporting family
foundations
>>Comparisons between supporting
family foundations and private foundations
Intergenerational philanthropy
Supporting family foundations and donor-advised philanthropic
funds can do even more than provide the chance to engage in
tikkun olam—they present an opportunity to engage
families in a continued philanthropic legacy. Involving family
members in the grantmaking process can help families define
shared values, act upon them, make a difference, and build
relationships. The Foundation can be a resource in this manner
as your clients and their families forward their visions of
the future.
Named endowment funds
Donors can set up a restricted, or special-purpose, endowment
fund to provide a permanent stream of funding to the programs
and organizations that matter most to them and their families.
They can create an unrestricted named endowment to support
the community as a whole. Or they can establish named designated
funds for, among many options, synagogue or schools, a college
internship program, Alzheimer's care or summer camp scholarships.
>> More on named endowment
funds
More...
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