"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

DESIGNATED ENDOWMENT FUND

Create a permanent legacy perpetuating your ideals.

 
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WHAT IS A DESIGNATED ENDOWMENT FUND?

A special endowment fund, a permanent fund of your federation, creates a permanent legacy perpetuating your ideals and your name or that of a loved one. At its creation, you may designate how you wish the annual fund distributions used.

 

For more information about how a special endowment fund can work for you and your community, contact Sharyn Gallatin, Financial Resource Development Director at 734-677-0100 or your personal financial advisor today.

WHAT ARE THE BENEFITS TO YOU?

  • Easy to start with low minimum irrevocable gift of cash, securities or other property.

  • Tax advantages either during your lifetime or for your estate.

  • You can designate the beneficiary of the fund to support organizations, programs and issues of concern to you.

  • Administered by your community endowment professional

  • Perpetuates your family name beyond your lifetime.

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.