Planned Giving:  Charitable Gift Options

Perpetual Annual Campaign Endowment (PACE)
A Perpetual Annual Campaign Endowment (PACE) is a permanent fund dedicated to endowing your Jewish community Annual Campaign gift. A PACE fund is not intended to take the place of any part of an annual gift -- it is instead a lasting legacy that will continue to make an annual gift to the campaign in perpetuity on your behalf.

 

You may create your Perpetual Annual Campaign Endowment through a variety of vehicles, some of which provide your estate with considerable tax benefits without the requirement that you contribute during your lifetime. These options allow you to perpetuate your commitment to the Annual Campaign is a way that best achieves your own personal financial and estate planning goals.

 

The Lion of Judah Endowment (LOJE)
Establishing a Lion of Judah Endowment (LOJE) allows a woman to endow her gift in perpetuity. Through simple, innovative steps, an endowed gift if within the reach of a Lion of Judah, regardless of her age or giving level.

 

The strength and vitality of women's giving continues through the Lion of Judah Endowment (LOJE) -- enabling women to leave a legacy to help create social justice, heal the sick, preserve human dignity and provide Jewish education and Jewish growth for all.

 

Charitable Bequests
By deciding to leave a bequest of a specific amount of cash, a percentage of your estate or the remainder of your estate, you can create a permanent legacy. There's no limit on the amount you may set aside from your estate -- you make a gift as large or small as you'd like. You may choose to make a gift of cash, securities or other property -- and your estate will receive a tax deduction in the amount of your charitable bequest.

 

Life Income Plans:

 

Charitable Gift Annuities
A Charitable Gift Annuity is an agreement between you and the Jewish community that benefits you both. In exchange for your gift to the Jewish community, you will receive a fixed income for life -- beginning at the age of 65.

 

Charitable Remainder Unitrusts
A Charitable Remainder Unitrust provides a way to obtain an income for life which can grow as the funds invested in the trust grow. This trust agreement fixes a unitrust rate, and donors or their designated beneficiaries receive regular payments of income for life or joint lives, or for a period of time.

 

Charitable Lead Trusts
A Charitable Lead Trust is an excellent way to transfer property to family members with significantly reduced gift or estate taxes. A Charitable Lead Trust is established for a specific term by contributing an income-generating asset, often real estate. The trust pays a fixed annual amount to a Jewish community until the end of the term.

 

Charitable Remainder Annuity Trust
A Charitable Remainder Annuity Trust provides a way to avoid fluctuations in interest rates and ensures that you or someone you designate received a fixed income. You may make a gift of cash, appreciated securities or property to set up the trust either during your lifetime or through your will.

 

Alternatives to Private Foundations:

 

Donor-Advised Funds
By making a contribution of cash or securities, you may establish a fund which is held in an account which you name. The Jewish community offers several investment options; you recommend how your funds are to be invested.

 

You may nominate your children to make grants on your behalf, now, or as your successor -- enabling your family's future generations to carry on the tradition of charity that you have established.

 

Named Endowment Funds
When you create a Named Endowment Fund, you are establishing a permanent fund in your name or in the name of someone you wish to honor or remember. Each year the fund will produce income, and you can specify how the spendable portion of the fund should be used -- for unrestricted use by the Jewish community, or to support a specific cause.

 

Supporting Foundations
A Supporting Foundation provides a unique vehicle for you to involve your family in the covenant of philanthropy. It functions very much like a private family foundation, but because it is aligned with the Jewish community, you receive additional tax considerations that would not be available with a private foundation.

Contact Us

For more information on Matching Gifts, please contact us at (801) 581-0102 or via email.