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Planned Giving and Endowments

Your presence is needed. For your family. For your community. For Israel. For the Jewish people. But what will happen when you can no longer be there?

A planned gift to your Jewish community enables you to be present forever. Whether your gift is used to provide for the needs of the Jewish poor, to assist the elderly, to rescue Jews in need around the world or to fight anti-Semitism -- no matter where or when in the future, you can be there to help.

You don't have to be wealthy to help.

Planned giving offers many benefits. If you give during your lifetime, you will receive a charitable income tax deduction. If your estate is subject to taxes, a gift made at death will provide a tax deduction. Perhaps most important is the enduring nature of planned giving -- you may use the fund to honor or remember a loved one, perpetuating your family name long beyond your lifetime.
You designate how your gift is to be used: to provide unrestricted funds to help meet community needs now and in the future; or to provide permanent resources to aid identified programs, projects, agencies, organizations, or initiatives that are of particular interest to you and your family. It's up to you.

Current circumstances and resources may dictate when you choose to initiate your gift, how much you give and why. You may need to consider your own financial needs or you may want to provide income for loved ones. You may want to make a lasting contribution, but may be unable to make a substantial gift right now or you may simply prefer to initiate giving through you will. No matter what your motivation for giving, how much you are able to give or when you would like your gift to begin -- there's an option for you.

A charitable bequest provides a gift through you will; a life-income plan provides payments to you at regular intervals throughout your lifetime; an endowment provides a permanent source of present and future income for your Jewish community or to support a charitable interest of your choice.

There are a number of options available; any of them will allow you to create a legacy that provides for future generations, while making sure that you and your loved ones are able to reap significant benefits.

An endowment is forever.  Let your name be remembered as a blessing.

Charitable Gift Annuities

Charitable Gift Annuities enable the donor to make a meaningful gift, receive a fixed income stream for life and derive significant income tax benefits.  In exchange for the gift, the Foundation agrees to pay the donor a fixed annual sum.  The payment may continue after the donor's death to a surviving spouse.

In addition to the income tax charitable deduction realized in the year the gift is made and the subsequent cash savings from the tax deduction, a portion of the annuity payment is tax free, since a portion of the income constitutes a return of principal.

The Charitable Gift Annuity is a philanthropic giving vehicle of real value in retirement planning.  

Charitable Giving Options
Cash or Appreciated Securities
Gifts Through Wills and Bequests
Gifts of Real Estate
Gifts of Life Insurance
Life Income Plans
Gifts of Personal Property
Gifts of Closely Held Stock
Transferring a Private Foundation

Ways to Leave a Legacy
Unrestricted Funds
Designated Funds
Philanthropic Funds
PACE Funds
LOJE Funds
The Herb Seidel 21st Century Fund

Foundation professionals can work with you to help determine how best to fulfill your philanthropic goals.  We encourage you to speak with your attorney and/or financial advisor to help you decide what type of fund is most beneficial for you and your family. 

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