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?
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.