With one gift to Jewish Federation, you can touch more Jewish lives everywhere than with any other. Your donation supports, strengthens and secures our Jewish community. By making a pledge to the Annual Campaign, you promise to make a life-changing gift with far-reaching impact. When you make a pledge, you are doing your part to ensure our Jewish community will have the resources it needs to celebrate Jewish life and tradition and to ensure a meaningful and safe Jewish experience for all who live here. Your pledge becomes a tax-deductible gift in the year it is paid.
A legacy gift to Jewish Federation helps ensure our community has permanent, lasting resources to invest in our children, older adults, families, and the needy in our community and beyond well into the future. Your gift to 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 Federation can help reduces your tax burden, including capital gains, gift, income, and estate taxes, while providing 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.
Endowment funds exemplify the giving spirit and commitment to the Jewish community of its donors. An endowed fund continues to carry out its specified purpose after the donor’s death through grants from a portion of the earnings that benefit the community. By creating or investing in an endowment fund, the donor’s giving spirit lives on as a legacy to future generations, one they will remember and from which they will continue to benefit.
Jewish Federation allows those within and with ties to the Jewish community to invest in community by creating or contributing to an endowment fund. Regardless of the type or size of gift, there are many ways to make a difference through Jewish Federation. Please reach out to Jewish Federation at (856) 696-4445 to learn more about planned gifts, including those to LIFE & LEGACY.
ENDOWMENT FUND TYPES
Agency Endowment Funds
If a donor has been a longtime supporter of a particular agency within our community, or nationally, the donor may wish to establish an agency endowment fund. The agency itself may establish the fund, so that a donor and other contributors may contribute funds, to ensure an uninterrupted and dependable source of funding to carry out its work on a perpetual basis, or a donor may do so.
Deferred Funds
Should a donor wish to make a gift in the future, the fund can be created now, but the gift is deferred until the future. Perhaps the gift will be part of a donor’s estate. Foundation will work with the donor, and their legal or financial advisors, to ensure the donor’s wishes are followed when the deferred gift is received.
Designated or Restricted Funds
If a donor is passionate about and devoted to one or more charitable organizations, you may wish to establish a designated fund, assuring a favorite charity or charities will receive an annual distribution from your endowment.
You determine what level of support is provided and where, to a specific cause or causes, a program established in your name, or to the organization or organizations you specify. Distributions are made only to the causes you choose, and you control exactly where your gift will go.
Donor Advised Funds
A donor may wish to have a greater ‘say’ in the annual distributions from a fund. By establishing a donor advised fund, the donor may serve on, or specify who will serve, on the investment and grant committees.
Field of Interest Funds
A donor may have a particular interest in a specific area or need. It might be the arts, education, or improved services, such as health, senior care, or Jewish identity. Jewish Federation’s board will award grants from the fund within the area set forth by the donor in their fund agreement.
LOJE & PACE Funds
Lion of Judah Endowment (LOJE) and Perpetual Annual Campaign Endowment (PACE) gifts are established at twenty (20) times your gift to the annual campaign. The principal or corpus of the gift is permanently restricted, and the annual income earned is paid to Jewish Federation as a gift to the Annual Campaign, in the name of the donor(s). These endowments perpetuate your gift.
Scholarship Funds
A customized scholarship fund can assist students with college tuition and fees, or with defraying the cost of Jewish and Israel experience programs and camps. Unlike generic scholarship funds, a Jewish Federation scholarship is customized to the donor’s preference as to field of study, institution of higher learning, or specific camp or Israel program. Applicant eligibility, selection procedures, and the amount of scholarship support are all designed to reflect the wishes of the donor.
Unrestricted Funds
Most gifts received are unrestricted, allowing Jewish Federation to respond to the urgent needs of our community as they arise. Your gift will be used to support a variety of Jewish causes.
ENDOWMENT GIFT TYPES
Bequest
Create a Jewish legacy with a bequest in your will naming Jewish Federation as the beneficiary of an after-life gift. The nature and purpose of your gift can be established at any time, in consultation with your attorney or financial advisor.
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 Jewish Federation as irrevocable beneficiary and owner, the premiums you pay are fully deductible each year, and the policy allows you to leave a significant gift at a fraction of its actual value.
Pensions and IRAs
Leaving a pension or IRA to Jewish Federation 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 Jewish Federation and may reduce your taxes significantly.
Stock
A gift of stock allows you a tax deduction for the entire fair market value of the stock on the date you give the gift.