“I found a fruitful world, because my ancestors planted it for me. Likewise, I am planting for my children.” -Talmud
Want to learn more about ways to leave your legacy? We are here to help you establish a restricted fund, a perpetual gift such as an endowment, or prepare support for the future.
An Endowment Fund makes an impact far into the future. It is a permanent fund, in your name or the name of a loved one, that supports Federation. Consider an Annual Campaign Endowment such as a Perpetual Annual Campaign Endowment (PACE) or Lion of Judah Endowment (LOJE) or create a designated endowment to fund a specific impact area within the federation ecosystem.
Establishing a fund is straightforward: you make a designated gift to the Federation, the fund is invested, and an annual distribution supports the Federation’s Annual Community Campaign in perpetuity or program of your choice, a gift that both reflects your values and sustains them for future generations.
- Bequests – Gifts from a trust or will
- Beneficiary Designations – An easy and tax efficient way to make the Federation a beneficiary of your retirement, investment or life insurance policy
- Securities – Gifts of appreciated securities such as stocks, bonds, and mutual funds
- IRA Charitable Rollovers – A tax efficient way to make a gift using your RMD (Required Mandatory Distribution) from your IRA
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Donor Advised Funds (DAF) Arrange for your DAF to make a grant upon your passing of a percentage of its value or the remainder to Federation.
By making a gift for the future of our Jewish Community, you become a member of the Federation’s Legacy Society.
