Planned Giving & Endowment - Ways to Give

You have many gift planning options available to you. Jewish Federation of Greater Atlanta is here to help you understand your options and walk you through the process, while always making sure that your family is provided for first.

Your Options:

• Gifts That Are Popular in Our Community
• Bequests from a Will or Trust
• Retirement Plan
• Stock and Appreciated Assets
• Life Insurance

• Gifts That Pay You Income
• Charitable Gift Annuity
• Deferred Gift Annuity
• Charitable Remainder Unitrust
• Charitable Remainder Annuity Trust

• Gifts That Protect Your Assets
• Retained Life Estate
• Charitable Lead Trust

The Impact You Can Have:

Create a Jewish Legacy

Will the institutions that rely on your support today survive without your continued investment?

Creating your own Jewish legacy ensures that you will be remembered and that your work and your values will continue when you are no longer here. It also serves as an example to your loved ones that you believe it’s important to support the Jewish community. The act of creating a legacy empowers you to complete the work of your heart and to enjoy the peace that it brings. By leaving a legacy, you will ensure that the traditions and institutions that mean so much to you in your lifetime will exist for future generations.

Create a Jewish Legacy for Your Federation

Perpetual Annual Campaign Endowment (PACE)
A Perpetual Annual Campaign Endowment (PACE) is a permanent fund in your name dedicated to endowing your annual campaign gift. A PACE fund is not intended to take the place of any part of an annual gift – instead, it is a lasting legacy that will continue to make an annual gift to the Jewish Federation of Greater Atlanta’s Community Campaign in perpetuity on your behalf. You can establish a PACE Fund by leaving a planned gift of 20 times your annual campaign contribution.

The Lion of Judah Endowment (LOJE)
Establishing a Lion of Judah Endowment (LOJE) allows a woman to endow her annual campaign gift in perpetuity. Through simple, innovative steps, an LOJE is within the reach of any Lion of Judah woman, regardless of her age or giving level. A woman can establish a LOJE Fund by leaving a planned gift of 20 times your annual campaign contribution.

Named Endowment Fund (Restricted Fund)
This fund creates a permanent legacy with an intact corpus, perpetuating your ideals and your name while ensuring the future of the Jewish community. Working with the Federation, you can determine the specific program, professional position, or funding area that your Endowment Fund will benefit.

Are you looking for additional ways to give Jewishly?

Our current available resources can’t meet all the identified needs in our community. You can directly help meet us to fill the critical gap.

• Our Local Community
• Our International Community

Tributes

Tributes are gifts that are made in honor of, or in memory of, someone or something. Click here to make or pay a tribute. For assistance with tributes contact: Cindy Weik, cweik@jfga.org or 404.870.1623.

This information is intended as an educational tool. The information presented is to provide general information only and should not be construed as legal or accounting advice. Because tax and financial consequences involved with any gifting program depend on personal financial circumstances, individuals should consult with their own financial, legal and accounting advisors to review any charitable estate planning options.