Charitable Gift Annuity 

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

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.

Disclaimer: Jewish Federation of Greater Santa Barbara Planned Giving and Endowment does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.