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Gift Plans

cash giftA. Charitable Bequests

  • Fully deductible from estate taxes
  • contributions from Pension Plan (avoids taxes)
  • everlasting gift to Jewish Community

B. Charitable Gift Annuity

  • Divide immediate payments to beneficiaries
  • claim charitable income deduction
  • possibility for spreading Charitable Gains tax over your lifetime

C. Charitable Remainder Trust

When you transfer assets to a CRT, you:

  • avoid capital gains tax if you transfer appreciated assets
  • receive income for life (or specified years) or provide income to another (gift tax applies if the income payment is made to a second beneficiary)
  • create a legacy in your name
  • receive an immediate income tax deduction for the present value of your gift to Foundation if the Trust is created during your lifetime
  • receive a future estate deduction, if the provision to the Foundation is made in your estate plan
  • benefit from the management capabilities of the Foundation
  • create a fund in your name, upon the death of the last beneficiary when the remaining trust assets are given to the Foundation

boy tzedicaD. Donor Advised Funds

When you to set up a Donor Advised Fund, you:

  • may recommend distribution to Jewish (local, national, Israel, world-wide) or local non-Jewish charities
  • qualify for immediate income tax deduction and recommend distribution present or future
  • obtain expert money management and administrative services from Foundation at a one percent fee
  • honor your family or a loved one by naming the Fund in his/her honor
  • provide the opportunity for your children to recommend distributions from the Fund
  • may use cash, real estate or securities

Make it a family tradition for future generations to ensure that Jewish history and values are not forgotten. Our children will know what it means to be Jewish and take pride in our traditions. You can pass on the legacy of those who came before us and help build a brighter future.

"To give away money is an easy matter and in anyone's power. But to decide to whom to give it, and how large, and when, and for what purpose and how, is neither in every person's power nor an easy matter. Hence it is that such excellence is rare and praiseworthy and noble." Aristotle