Flexible Planned Lifetime Giving
While you make recommendations for annual distributions during your lifetime, upon death the gift becomes part of the federation's Endowment Fund, perpetuating your name and your lifetime of commitment.
A donor-advised philanthropic fund allows your charitable dollars to grow tax-free, thereby increasing the resources available for grant making.
What are the benefits to you?
For more information about how a donor-advised philanthropic fund can work for you and your community, call your local federation endowment director or your personal financial advisor today.
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.
Jewish federation does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.