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There are many ways to give to the Foundation, each with
its own financial benefits and rewards. Carefully planned
philanthropic investments can supplement your income and preserve
assets for your heirs, while also 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, you can benefit
from a tax deduction 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
You can leave a permanent legacy and reduce estate taxes
by specifying a gift in your will to one or more charities.
>> More on bequests
Charitable Gift Annuities
By establishing a charitable gift annuity, you can receive
an income for life while making a lasting contribution.
>> More on charitable gift
annuities
Life insurance
You can fund a large gift at modest current costs by purchasing
a life insurance policy and specifying the Foundation or another
organization 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 you to make a gift that
produces income for you or for loved ones. You 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 you have an income-producing asset such as real estate,
a charitable lead trust can allow you to contribute the income
to charity and and then pass the property on to your heirs—gift
and estate tax-free.
>>More on charitable lead
trusts
Charitable fund options
By establishing a charitable fund with the Foundation, you
have an opportunity to make a lifetime of difference as an
enlightened philanthropist while enjoying the tax savings
that come with making a charitable gift. We act as your "philanthropic
bank," investing and growing the funds—and giving
you the opportunity to maximize your impact. You can make
a difference every year, in your own way, and in the areas
that mean the most to you.
Donor-advised philanthropic funds
With a donor-advised philanthropic fund you can make a gift
now, take a tax deduction immediately, and exercise your power
as a philanthropist over time. You recommend grants to the
charitable organizations you choose, on your timeline. You
can make additional tax-deductible gifts to your fund at any
time.
>>More on donor-advised
philanthropic funds
>> Comparison between Foundation
options and private foundations
Supporting family foundations
Supporting foundations are a significantly tax-advantaged
and cost-effective alternative to private foundations. You
can dedicate your focus and resources toward perpetuating
your values, impact and legacy in the community. We provide
the administrative support, strategic philanthropy expertise,
board meeting planning and facilitation, and more to help
you turn your vision into reality.
>>More on supporting family
foundations
>> Comparison between Foundation
options 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
your family 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 family forwards its vision of the future.
Named endowment funds
You 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 you and your family.
You can create an unrestricted named endowment to support
the community as a whole. Or you can establish a named designated
fund for your synagogue or school, a college internship program,
Alzheimer's care or summer camp scholarships, among many options.
>> More on named endowment
funds
Perpetual Annual Campaign and Lion of Judah Endowments
By establishing an endowed giving fund to benefit the Jewish
Community Federation's Annual Campaign, you will be saving
and improving lives—in your lifetime and in perpetuity.
Grants from this fund are made through the diligence of respected
community leaders, according to our evolving needs here and
overseas. Beneficiaries in our community and around the world
who depend on your support will be grateful to those who have
had the vision to endow their annual gifts.
>> More on Perpetual Annual
Campaign Endowments (PACEs)
>> More on Lion of Judah
Endowments (LOJEs)
Bar / Bat Mitzvah Funds
Youth of Bar Mitzvah or Bat Mitzvah age and their families
can become grantmakers by establishing Bar or Bat Mitzvah
funds. Donations to B'nai Mitzvah funds by friends and family
create philanthropic opportunities for youth and form a meaningful,
important component of a Jewish education.
>> More on Bar/Bat
Mitzvah Funds
Contact us for more information
about choosing the giving options that are right for you and
your family.
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