Annual Campaign Endowments/PACE and LOJE


 
PACE, the Perpetual Annual Campaign Endowment

 

The Federation Annual Campaign alone cannot secure the future of the Jewish community. Your PACE fund can.

 

A Perpetual Annual Campaign Endowment (PACE) is a permanent fund of your Federation established in your name. This restricted fund, created to endow your gift to the Federation Annual Campaign, allows your lifelong investment in your community to continue, providing help when and where it is needed ­indefinitely.

 

A PACE fund is not intended to substitute for any part of an annual gift. It is your lasting legacy for the future.

 

If you make this gift during your lifetime, you receive a charitable income tax deduction. There are a variety of ways to create endowments that do not have to be funded during your lifetime and still provide you with considerable tax benefits.

 

National PACE Honor Society

 

In addition to local recognition, the National PACE Honor Society celebrates your endowment of your annual campaign gift with inclusion of your name, by permission, on a national honor roll—a public affirmation of your Jewish values and philanthropic commitment, and a powerful example to your children, your heirs, and your community.

 

All PACE funds are invested and prudently managed for maximum yield.

 

LOJE, the Lion of Judah Endowment

 

The Federation Annual Campaign alone cannot secure the future of the Jewish community. Your LOJE fund can.

 

The Lion of Judah Endowment, or LOJE, is the endowment component of the Lion of Judah Major Gifts program. It is a powerful statement of your commitment to tzedakah, providing a legacy for family and community.

 

National Women's Philanthropy, inspired by 3,000 years of Jewish tradition and dedicated to the survival and strength of Israel and the Jewish people, has forged a new role for women in the Jewish community.

 

As women in general increase their share of authority over America's wealth, Jewish women in particular are setting the standards for creative philanthropic giving and commitment to future generations. In the forefront are Women's Constituency Lion of Judah donors, who have established a Lion of Judah Endowment to perpetuate their annual campaign gift.

 

Every woman who contributes $5,000 or more to her community's annual campaign can establish a LOJE by establishing a fund of $100,000 or more in her name, ensuring perpetuation of her Lion of Judah level annual campaign gift.

 

A LOJE fund is not intended to substitute for any part of an annual gift. ­ It is your lasting legacy for the future.

 

If you make this gift during your lifetime, you receive a charitable income tax deduction. There are a variety of ways to create endowments that do not have to be funded during your lifetime and still provide you with considerable tax benefits.

 

National LOJE Recognition

 

In addition to recognition within your community, your endowment of your annual campaign gift is recognized with the addition of the prestigious Or L'Atid flame, or "light unto the future," added to your Lion of Judah pin.
 

Your Lion of Judah pin is an internationally recognized symbol of your dedication to the Jewish people. A public affirmation of your Jewish values and philanthropic commitment and a powerful example to your children, your heirs, and your community.

 

The Lion of Judah Endowment program (LOJE) is the National Women's Philanthropy Major Gifts component of the Perpetual Annual Campaign Endowment (PACE) program.

 

All LOJE funds are invested and prudently managed for maximum yield.

 

How to Begin
For more information about how planned giving and legacy opportunities can work for you, your family, and your community contact us at (805) 957-1115, or your personal financial advisor today.

 

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

Letter of Intent


 
Download and print your Letter of Intent to leave a legacy/endowment gift to the Jewish Federation of Greater Santa Barbara.

 

Lion of Judah (LOJE) Letter of Intent


 
Download and print your Letter of Intent to leave a LOJE legacy/endowment gift to the Jewish Federation of Greater Santa Barbara.