One Place Where You Make A Difference: Leaving a Legacy

 

A Continuum of Commitment

Your commitment to Jewish federation and the Jewish people is evident in everything you do -- ­the responsibility you take, the care you give, and the values you teach. Now you can extend your commitment. You can inspire the next generation and generations after that. You can make a connection to the future. That connection begins with your legacy.

A Legacy Lives Forever

Your charitable gift to your Jewish federation Endowment/Foundation is professionally and securely invested, along with hundreds of others, to build a safety net for the Jewish people. The annual campaign alone cannot secure the future of Jewish community. Your legacy gift will make the difference. It's commitment that lives beyond your lifetime. Returns on your investment will save Jewish lives and Jewish life into the next century and beyond.

Your choice to create a continuum of commitment carries you forward into that future. It says that for as long as there are Jews who need help, part of you will be there to give that help.

A Legacy Builds Community

Your charitable gift to your Jewish federation Endowment/Foundation will secure the future of your local community,­ the Jewish education of our children, the health and well-being of our aging population, and the traditional Jewish values that have helped build a strong and caring community for your family.

A Legacy Protects Israel

Your lifelong support helped turn the dream of Israel into a reality. Yet, today, even though Israel is strong, there are many challenges to overcome. Your charitable gift to your Jewish federation Endowment/Foundation helps ensure your federation will be able to continue to meet these and to continue to build the Israel/Diaspora partnerships that will enhance and secure the future of all Jews, wherever they live.

Your Charitable Gift Options

Everyone has a unique family and financial situation. Your legacy gift can be designed to match your personal circumstances through a variety of options, all of which are managed on your behalf by your Jewish federation Endowment/Foundation professional.

In planning your charitable gift, your legacy can provide

  • Unrestricted funds, giving your community the resources and flexibility to address issues, unanticipated needs and opportunities now and in the future.
  • Restricted or designated funds, aligning with your specific area of interest or organizations, programs or needs that you feel are most important.

Every option provides unique tax and estate planning advantages and is an expression of your lifelong care and involvement,­ your enduring commitment to klal Yisrael (every Jew is responsible for the other) and tikkun olam (repairing the world).

Annual Campaign Endowments/PACE and LOJE

By perpetuating your gift to the federation's Annual Campaign, you can ensure that the community¹s operating needs are met in the future.

Charitable Bequests

Your will is an important element in your estate plan that enables you to protect the people you love, create a lasting partnership with federation and help ensure the future of the Jewish community.

 

Alternatives to Private Foundations:

Donor-Advised Philanthropic Funds give you an opportunity for active family involvement in the process of allocating resources to meet needs in the Jewish and general communities, simplifying your charitable giving and maximizing tax savings.

Designated Endowment Funds create a permanent legacy, perpetuating your ideals and your name through a designated for your community.

Supporting Foundations are independent, nonprofit charitable corporations providing a unique vehicle for family involvement in philanthropy.

 

Life Income Plans:

Charitable Gift Annuities provide you and/or your designees with an annual income stream, while creating a permanent legacy after death.

Charitable Remainder Trusts are a way to create a legacy in your name and receive income from the trust for life or for a specified term of years.

Charitable Lead Trusts are both an income- and wealth-transfer vehicle, enabling you to transfer income-producing assets to the next generation at a significantly lower tax cost, while meeting your philanthropic objectives.

 

How to Begin

For more information about how planned giving and legacy opportunities can work for you, your family, and your community call your local federation endowment/foundation director or your personal financial advisor today.

Who We Are

The Jewish federation Endowment/Foundation community manages over $6.9 billion in fund assets and annually distribute in excess of $800 million to charitable causes, including over $200 million allocated directly to the Annual Campaign.

Your Jewish federation Endowment/Foundation is your experienced, reliable partner in helping you realize your philanthropic goals, building a lasting testament to your name that meets your specific needs, vision and objectives.

Create a charitable legacy today for your family, your community, and your people.

To request further information on tax-deductible planned giving and endowment options tailored to your personal needs and interests contact your local federation endowment director or your personal financial advisor today.

United Jewish Communities Planned Giving and Endowment does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.