Bequest: Leave a Legacy for the Future
By safeguarding and caring for the Jewish community, UJA-Federation plays a crucial role in making Judaism vibrant for generations to come. Likewise, UJA-Federation can help you plan your will so you can be sure that your family, friends, and the institutions that matter to you benefit from your generosity and remain strong in the future.
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Charitable Gift Annuity
In return for a gift to UJA-Federation, donors are paid a fixed amount of income on a regular basis, beginning at age 65. A portion of the gift qualifies for a current income tax charitable deduction, thereby reducing taxes, and the full value of the gift is removed from the donor's estate.
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Charitable Retirement Annuity (CRA)
The Charitable Retirement Annuity can be used as a retirement planning vehicle for individuals younger than 65 to supplement existing retirement assets. It is particularly appealing to donors who are restricted in making additional contributions to their existing plans.
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Endowment Funds
An Endowment Fund can serve as a perpetual legacy to honor or memorialize an individual, loved one or an entire family. By establishing an Endowment Fund, individuals help to create a permanent, secure method of supporting UJA-Federation.
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Charitable Lead Trust
A Charitable Lead Trust is an excellent means of transferring property to another generation at a significantly reduced gift or estate tax cost.
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Charitable Remainder Annuity Trust
The Charitable Remainder Annuity Trust is a way to avoid the fluctuation in interest rates and ensure fixed income for life. A gift of cash or appreciated property is used to set up the trust with UJA-Federation either during a donor's lifetime or through his or her Will.
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Charitable Remainder Unitrust
The Charitable Remainder Unitrust provides a way to obtain income for life, which can grow as the funds invested in the trust grow.
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Retirement Assets
Many individuals may feel they can't afford to be charitable during their lives. However, with the creative use of excess retirement assets, they are able both to contribute philanthropically as well as provide for heirs.
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Foundations
A Supporting Foundation functions very much like a private family foundation, but, because it is aligned with UJA-Federation, donors get additional tax considerations that would not be available with a private foundation.
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Tangible Personal Property
By contributing personal property to UJA-Federation, donors can generate productive income from these gifts, while also realizing income and estate tax benefits.
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Gift of Life Insurance
A Gift of Life Insurance can establish an Endowment Fund to create permanent, secure, future support for UJA-Federation and generate an income tax charitable deduction for the donor.
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Gifts of Real Estate
Donors may convey real estate to UJA-Federation, either as an outright gift or to establish a charitable remainder trust. In either case, Real estate can be contributed to UJA-Federation in ways that afford the donor many benefits.
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Life Estate Agreement
The Life Estate Agreement offers donors the opportunity to use their home to achieve philanthropic and financial benefits while continuing to reside in it.
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Gifts of Business Interests
Owners of stock can use charitable transfers as part of a succession strategy to plan their estates more effectively. As with other charitable gifts, the value of the contributed interests is removed from the donor's taxable estate.
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Young Donors
There are three phases for planned gifts: present, future and testamentary. Even if one doesn't presently have the extra dollars to spare, it is possible to make a future or testamentary gift that won't involve an outlay of cash.
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Contact Planned Giving & Endowments by calling 1.800.997.5266.