Planned gifts are structured to meet individual needs and can be designated for local or overseas use, as may bequests left to UJA-Federation. Long recognized for its expertise in the planning of charitable gifts, we 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 on circumstances and resources, one may want to give for altruistic reasons and yet feel constrained, or even compelled, to contribute for financial reasons. Many may want to:

• Serve as an example to family or children.
• Want to leave a legacy.
• Help with retirement and estate planning.
• Want to lock in appreciation on assets while not creating a taxable event.
• Watch retirement assets grow beyond anticipated needs.
• Contribute a smaller amount today, thereby exponentially assisting tomorrow's needy.
• Contribute after receiving a windfall.

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