Planned Giving Options
through The Foundation

 

 

  • Charitable Bequests  Your will is an important element in your estate plan that enables you to protect the people you love, create a lasting partnership with federation and help ensure the future of the Jewish community.

 


Alternatives to Private Foundations:

 

  • Donor Advised Funds give you an opportunity for active family involvement in the process of allocating resources to meet needs in the Jewish and general communities, simplifying your charitable giving and maximizing tax savings.

 

  • Restricted Funds create a permanent legacy, perpetuating your ideals and your name through a designated for your community.

 

  • Supporting Foundations are independent, nonprofit charitable corporations providing a unique vehicle for family involvement in philanthropy.

 

 

Life Income Plans:

 

  • Charitable Remainder Trusts are a way to create a legacy in your name and receive income from the trust for life or for a specified term of years.

 

  • Charitable Lead Trusts are both an income- and wealth-transfer vehicle, enabling you to transfer income-producing assets to the next generation at a significantly lower tax cost, while meeting your philanthropic objectives.

 

The Jewish Federation of Greater Rochester does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.

 

The Foundation is your experienced, reliable partner in helping you realize your philanthropic goals, building a lasting testament to your name that meets your specific needs, vision and objectives.

 

For more information about how planned giving and legacy opportunities can work for you, your family, and your community, contact Amy Libenson at The Foundation, alibenson@jewishrochester.org or 585.461.0490, ext. 8635.

 

To learn more about us, go to The Foundation of the Jewish Federation of Greater Rochester.