Create a Jewish legacy with a charitable gift annuity

You will receive lifetime payments and help our community continue to thrive by establishing a charitable gift annuity.

CGA with the Jewish Community Federation The remainder of the CGA, after lifetime payments are made, is your permanent legacy to help our community respond to emergencies, fund new initiatives, and provide capital grants for vital Jewish institutions. Recently, the JCF has helped our Jewish agencies with additional funding during the economic downturn, made grants for Special Needs and Senior Transportation initiatives, and provided funding for the new Taube Koret Campus for Jewish Life. During your lifetime, a CGA offers

  • Guaranteed payments for one or two lives at favorable rates
  • An income tax deduction at the time the gift is made
  • Payments which are partially income tax free
  • Favorable treatment of capital gains for gifts of appreciated assets
Sample Gift Annuity Rates Single Life Immediate Annuity
Age
Current Rates
65
5.5
75
6.4
85
8.1
90+
9.5

Prospective donors are encouraged to seek the advice of their professional advisors. You can learn more about establishing a charitable gift annuity on our website, or by contacting Tamara Wallenstein at TamaraW@sfjcf.org or 415.512.6217.


Donor Profiles Read why John chose to to set up his charitable gift annuity.

Categories: Endowment, Seniors

Posted

November 17, 2010

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