Whether your wealth consists of securities, property or cash, the Foundation can help you apply your generosity to enable a better, brighter, future for the Jewish community and the world.
- Cash
- A gift of cash is the simplest way to give and can be deducted for federal income tax purposes. Contributions can be made electronically or by check.
- Publicly Traded Securities (Stocks)
- An excellent way to give, because you receive a tax deduction for the full value of the stock when it’s donated, avoiding capital gains tax.
- Mutual Fund Shares
- Closely Held Business Interests
- Gifts of interests in a closely held business may be advantageous when ownership of the business is transferred to a new owner or owners.
- Real Estate
- When you donate real property such as a personal residence, commercial property or vacant land, the property will be sold, and the net proceeds will be transferred to a Foundation fund. A gift of real estate can maximize your tax deduction and reduce or eliminate capital gains tax by gifting prior to sale. It also removes the asset from your estate, reducing future tax liability.
- Tangible Personal Property
- Life Insurance Policies
- By simply naming the Foundation as owner and beneficiary or designating the Foundation as beneficiary of your policy’s proceeds, you can prioritize your commitment to your community for decades to come.
- Retirement Plan Assets
- Simply designating the Foundation as the beneficiary of a portion or all of the assets held in a qualified retirement plan or IRA is an easy way to support the causes you care about and ensure a brighter future.
- Other ways to give
- Transfer of a Private Foundation
- IRA Charitable Rollover
- Charitable Remainder Annuity Trust and Charitable Remainder Unitrust
