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Charitable Gift Annuity

Income for Life

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A charitable gift annuity is a contract between you and your federation foundation that provides you and/or another person with an income for life. In exchange for your irrevocable transfer of cash or marketable securities, you or the beneficiary will be paid a fixed sum each year for life.

At the expiration of benefits, you have left a permanent legacy as a link to our people's continuous tradition of tzedakah and klal Yisrael.

What are the benefits to you?

  • Income stream of fixed annual amount
  • Tax deduction for the gift portion
  • Can be used to establish an unrestricted gift or a designated gift
  • Assets can be used by your federation endowment fund after your lifetime
  • Simple giving instrument

For more information about how a charitable gift annuity can work for you, your family, and your community, call your local federation endowment director or your personal financial advisor today.

Jewish federation does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.