Read more about the Pension Protection Act of 2006

Read the latest tax and legislation updates.

Job Growth Tax Relief Act 2003. (pdf)

The 2001 Tax Act.

Planned gifts are structured to meet individual needs, and may designate local or overseas use, as may bequests left to UJA-Federation long recognized for its expertise in the planning of charitable gifts, the Department's staff can assist you through the process.

As awareness of planned giving increases, UJA-Federation has received inquiries from donors on ways to participate. A planned gift is defined as a gift customized to the donor's objectives, maximizing both the value to charity and the financial benefits to the donor. This type of philanthropy can be suited to everyone: singles and couples and those with or without children.

Depending upon circumstances and resources, one may want to give for altruistic reasons and yet feel constrained, or even compelled, to contribute for financial reasons. One or more motivations may apply:

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• Serving as an example to family and/or children;
• Wanting to leave a legacy;
• Helping with your retirement and estate planning;
• Not having been able to contribute in the past during peak personal expenditures years;
• Wanting to lock in appreciation on assets while not creating a taxable event;
• Watching retirement assets grow beyond anticipated needs;
• Contributing a smaller amount today, thereby exponentially assisting tomorrow's needy; and
• Receiving a windfall.

No matter how many or how few of these motivations may resonate for you, UJA-Federation offers various planned-giving options.

There are three phases for planned gifts: present, future, and testamentary. Even if you don't currently have the extra dollars to spare, it is possible to make a testamentary gift that won't involve an outlay of cash. It is recommended that donors revisit planned-giving options, as well as total estate plans, every few years.

UJA-Federation values all supporters. Tomorrow's leaders are guided by the example set today.