What is a charitable gift annuity?

A charitable gift annuity is a contract between you and the Federation's 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 federation 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 the Federation at (732) 588-1800, email info@jf-gmc.org  or your personal financial advisor today.

Disclaimer: The Jewish Federation does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.