Protect Your Heirs.
Strengthen Your Community.
Some of the most meaningful charitable gifts don’t require writing a check today.
By naming a charity as the beneficiary of your retirement account or life insurance policy, you can create a lasting legacy while significantly reducing taxes on assets passed to your heirs through your estate.
Whether your goal is to support the Jewish Federation or benefit another nonprofit organization, beneficiary designations offer a simple and flexible way to extend your charitable impact for generations to come.
How It Works
Choose Your Assets
Select the retirement account or life insurance policy you’d like to use for your charitable gift. Common options include traditional IRAs, 401(k)s, 403(b)s, profit-sharing plans, and life insurance policies.
Name Your Beneficiary
Complete or update your beneficiary designation form with your plan administrator or insurance provider. You may designate a specific dollar amount or a percentage of your assets, and can easily update your designation at any time as your charitable goals evolve.
Because retirement accounts may be subject to significant taxes when passed to heirs, naming a charity as a beneficiary can be a much more tax-efficient way to maximize your charitable impact.
Create Your Legacy
Your beneficiary designation takes effect after your lifetime – supporting for the charitable causes you’ve chosen. Your designation can provide a one-time gift or establish a Legacy Endowment that generates ongoing support in perpetuity.
Why It Matters
Giving through your retirement account or life insurance offers a simple and flexible way to create a lasting charitable legacy while preserving more of your estate for your loved ones.
- Potential tax savings by helping reduce taxes on certain retirement assets passed to your heirs.
- Flexible giving options – designate a specific dollar amount or a percentage of your assets.
- Easy to establish and update through your beneficiary designation form – no changes to your will are typically required.
- Support your favorite causes today or forever – make a one-time charitable gift or create a Legacy Endowment that provides ongoing support in perpetuity.
Fund a Future Gift
Giving Through Life Insurance
There are several ways to leave a charitable gift through your life insurance. Our team can help you determine which approach best aligns with your philanthropic goals.
Start the Conversation
Whether you’re looking to sustain the Jewish Federation or other vital organizations, we’re here to help you understand your options and build a meaningful legacy for your family and community.
Support the Jewish Federation of Greater Atlanta
Want to include Federation in your will or estate plan, or direct your QCD to support the Annual Campaign? Contact Joel:
Joel Ashner
Director of Planned Giving
jashner@jewishatlanta.org
404-870-1628
Support Other Jewish Organizations & Causes
Want your QCD to support a synagogue, school, camp, senior home, or any other nonprofit? Reach out to Ghila:
Ghila Sanders
Vice President of Philanthropic Advisory
gsanders@jewishatlanta.org
404-870-1611
Not sure which option is right for you?
