• Make a

    Donation

    A donation to the Jewish community today will allow you to be there for your family, your community, and the Jewish people - whenever help is needed in the future.

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  • Remember the Jewish

    Community

    Please remember the Jewish community in your will and estate plan by leaving legacy gifts to Jewish causes you care about.

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  • Personal Legacy

    Stories

    In story after story, individuals from all walks of life are demonstrating how much they truly care about Jewish organizations.

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  • Create a Jewish

    Legacy

    Make a difference in the lives of future generations by leaving a charitable legacy meaningful and comfortable for you and your family.

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 Charitable Gift Annuity

Charitable Gift Annuity

Make an enduring contribution to the Jewish community.
Enjoy substantial financial benefits. A Charitable Gift
Annuity allows you to do both.

 
A Charitable Gift Annuity is an agreement between you and the Jewish community that benefits you both. In exchange for your gift to the Jewish community, you will receive a fixed income for life—beginning at age 65. A portion of the gift qualifies for a current income tax charitable deduction, thereby reducing your taxes now, while the full value of the gift is removed from your estate. In addition, part of the annuity payment may be tax free. If you are younger than 65, you may purchase these annuities periodically in order to build a tax-advantaged retirement plan which begins making payments at age 65. The gift annuity may make payments during your lifetime, or may make payments during the lives of both you and your spouse.

If you decide to use appreciated securities to fund a gift annuity, no capital gains taxes are due when the securities are contributed. Instead, a portion of your income from the annuity will be subject to capital gains tax, which will be paid over your anticipated lifetime.

A Charitable Gift Annuity serves as an attractive alternative to many lower yielding investments and offers several financial and philanthropic benefits such as:

 

• A guaranteed annual income
• Higher yields than many other alternatives
• A portion of your annual income is tax free
• Current charitable income tax deduction
• A reduction in your estate taxes
• The opportunity to make a significant gift to the Jewish community

 

A gift to the Jewish community today will allow you to be there for your family, your community and the Jewish people—whenever help is needed in the future.

 

At-A-Glance

 

• Provides income beginning at age 65 for you, or for you and your spouse

• Offers income and estate tax benefits

• Enables donors younger than 65 to build a tax-advantaged retirement plan

• Defers capital gains tax for gifts of appreciated securities   

More Info

Latest News:

  • Mar 21, 2014

    Tips to Making Charitable Legacy Gifts Without Writing Checks

    Charitable gift planning options allow you to provide for Jewish causes you care about and may provide income for you & others. >>
  • Apr 1, 2014

    Ideas for Planning Your Legacy Gift

    There are a variety of charitable gift planning options available so anyone can create a legacy. >>
  • Apr 11, 2014

    Planning a Charitable Legacy with Gifts to Organizations and Synagogues

    Foundation was created to provide charitable gift planning services to you and our synagogues and agencies. >>

testimonials:

I think the Foundation is a fantastic resource. I feel like it’s the greatest agency in this whole community because I’ve always thought about, ‘Gee, I’d like to leave something behind.’ They’ve helped me.

Len and Judy Elikan, Len and Judy Elikan Audio Testimony