Planned Giving and Endowment
Planned Giving Options
- Charitable Bequest
- Your will is an important element in your estate plan that enables
you to protect the people you love, create a lasting partnership with
Federation, and help ensure the future of the Jewish community.
- Perpetual Annual Campaign Endowment (PACE)
Lion of Judah Endowment (LOJE)
- By perpetuating your gift to Federation, you can
ensure that the community's operating needs are met in the future.
- Capital and Endowment Campaigns
- Building a strong Jewish community extends to capital needs - construction
and maintenance of buildings - and the development of endowment funds
that will foster vital programs for years to come.
- Charitable Gift Annuity
- A charitable gift annuity is a popular gift option that provides
you and/or your designees with an annual income stream while creating
a permanent legacy after death.
- Charitable Lead Trust
- A charitable lead trust is both an income- and wealth-transfer vehicle,
enabling you to transfer income-producing assets to the next generation
at a significantly lower tax cost while meeting your philanthropic
objectives.
- Charitable Remainder Trust
- A charitable remainder Trust is a way to create a legacy in your
name and receive income from the trust for life or for a term of years.
- The Jewish Life Fund
- Whether it's a Millennium-level gift of $1 million or another sum
($3,000, $10,000, $18,000, and $36,000), you may choose from a variety
of funds. After you've made a gift to the fund of your choice, you
may add to your endowment on special occasions (or whenever you choose).
- Named Endowment Fund
- A named endowment fund creates a permanent legacy, perpetuating your
ideals and your name, ensuring the future of the Jewish community.
- Philanthropic Fund
- A philanthropic fund gives you the opportunity for active family
involvement in the process of allocating resources to meet needs in
the Jewish and general communities.
- Irving A. Rubin Jewish Community Trust for the Elderly
- The elderly and their families seek answers and help from our community.
By making a gift to this important trust, you can further the work
of COJES, the Commission on Jewish Eldercare Services.
- Supporting Foundation
- A supporting foundation provides a unique vehicle for family involvement
in philanthropy.
For more information, please contact the Jewish Community Endowment
Fund at (248) 203-1490.
Note: The Jewish Federation and United Jewish Foundation does not provide
legal advice. Prospective donors are encouraged to seek independent tax
and legal counsel.
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