"I did not find the world desolate when I entered it.
And as my parents planted for me before I was born, so do I plant for those who will come after me." -Talmud

CHARITABLE GIFT ANNUITY

Income for Life

 
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WHAT IS A CHARITABLE GIFT ANNUITY?

A charitable gift annuity is a contract between you and Jewish Community Foundation that provides you and/or another person with an income for life.

 

In exchange for your irrevocable transfer of cash or marketable securities, you or the beneficiary will be paid a fixed sum each year for life.

 

At the expiration of benefits, you have left a permanent legacy as a link to our people's continuous tradition of tzedakah and klal Yisrael.

WHAT ARE THE BENEFITS TO YOU?

  • Income stream of fixed annual amount.

  • Tax deduction for the gift portion.

  • Can be used to establish an unrestricted gift or a designated gift.

  • Assets can be used by your foundation endowment fund after your lifetime.

  • Simple giving instrument.

 

For more information about how a charitable gift annuity can work for you, your family, and your community, contact Sharyn Gallatin​, Financial Resource Development Director at 734-677-0100 or contact your personal financial advisor.

For questions regarding:

EXISTING FUNDS

Contact Denise R. Bennett

734-677-0100

denise@jewishannarbor.org

 

CREATION OF NEW FUNDS

Contact Sharyn Gallatin

734-677-0100

sharyn@jewishannarbor.org

This material is presented for informative purposes only and should not be construed as legal or tax advice.

Always consult your lawyer or tax advisor when you are considering gift planning strategies.