Planned Giving & Endowment

It is a common myth that “planned giving” or “gift planning” refers only to gifts from the very wealthy or gifts made at one’s death. In fact, the donors that we work with in the Planned Giving & Endowment Department come from all different financial situations and all walks of life. Many of our donors are people with modest resources who care deeply about our community and want to see it thrive into the future. These individuals are often surprised at the power of their Legacy gift, and that they can make these gifts during their lifetime or through their will or estate plan.

The staff of the Planned Giving & Endowment Department is here to help all our donors understand your charitable estate planning gift options. We often help donors make a larger gift than many thought was thought possible, while always making sure that your family is provided for first.

Some of the benefits of making a planned gift to the Jewish Federation of Greater Atlanta include:

1. Personal satisfaction of contributing to a worthy cause.
2. Current income tax deduction.
3. Increased income to the donor, either for life or a certain term of years.
4. Avoidance or reduction on capital gains tax.
5. Gift value not included in one’s estate for estate tax purposes.
6. The joy of creating a lasting legacy.

Our website allows you to explore a number of gift planning options, including a way to continue your annual campaign gifts forever and making the most of your retirement account. Some of the best gift plans can improve your financial and tax situation immediately. For example, charitable gift annuities and charitable trusts provide life-income plans for you (and/or another beneficiary, if you wish) in return for your gift.

An added bonus of planned gifts is that they often allow good things to happen for your heirs as well. Planned gifts often reduce (or sometimes, eliminate) the erosion of your estate from estate taxes, which leaves more to pass on to your family. We understand that your own financial needs and those of your family come first. Planned giving provides you with options and everyone wins, because you provide for Jewish community needs and we provide for your needs now.

We encourage you to explore the opportunities and possibilities that planned giving offers. To compare the various types of planned gifts and to see which type of gift might be best suited to your needs click here.

We are here to answer your questions. We are also available to meet with you and your professional advisors to discuss which charitable giving strategies make the most sense for you and your family.

Simply give us a call at 404.873.1661 or send us an email at legacy@jfga.org. Thank you for your support as we continue to make a difference for the future of Jewish Atlanta.