With the Jewish Foundation of Greater New Haven You Can Create a Jewish Legacy for Your Family and Your Community
You can fulfill your philanthropic visions without risking your financial security or that of your loved ones. The Jewish Foundation can support your goals to create a lasting legacy without compromising your family’s financial security – either now or in the future. All gifts can be designated for the organizations, institutions and programs that are most important to you.

Create a Legacy for What is Important to you by
Establishing an Endowment With the Jewish Foundation
You can create a named designated endowment for the organizations and programs that are most important to you. You can name your endowment fund in memory of loved ones or in honor of a special occasion. You can start your endowment fund now and add to it later and/or through your estate plans. If you cannot commit to an endowment now, you can establish it by a bequest in your Will. Your endowment fund can be your legacy for your synagogue, Israel, Jewish education, the Federation, Jews in need, the frail and elderly, or for whatever charitable organization or cause is most important to you.

Create a Personal Legacy
You can designate the Jewish Foundation as a beneficiary of your Will, trust, retirement plan, or life insurance policy. It’s a simple and powerful way to create a family legacy. During your lifetime, your assets are not affected, you can reduce your taxable estate If you have a taxable estate), and you can provide that your gift be designated for the institutions and programs that are most important to you.

Make a Gift that Pays Income to You
With Charitable Gift Annuities or Charitable Trusts, you can increase your income and/or provide income for family members. Often, you can receive part of the income tax-free, reduce or eliminate your capital gains for the donated property, and receive a current, charitable income deduction. In addition, you can designate that the remainder of your charitable annuity or trust benefit any charitable organization or cause.

Pass Assets to the Next Generation
You can establish a charitable lead trust with the Jewish Foundation and provide annual income for the programs and organizations that are most important to you. At the end of the trust term, the remaining assets of the trust will be transferred to your children or grandchildren.

Create a Charitable Retirement Account
You can donate property that creates a Deferred Charitable Gift Annuity. This allows you a charitable income tax deduction now and future income at a fixed rate. Your Deferred Charitable Gift Annuity can be designated for the institutions and programs that are most important to you.

Reduce Capital Gains Taxes
You can donate long-term appreciated property (like stocks and mutual funds) to the Jewish Foundation to reduce or eliminate the capital gains tax for that property and receive an income tax deduction for the appreciated value of the property.

Please consult your professional advisor concerning what tax and estate plan is best for you.

For more information and to find out how to create your legacy for the community, contact Lisa A. Stanger, Esq. Director, Jewish Foundation of Greater New Haven at 203-387-2424 x382 or lstangeewishnewhaven.org