In exchange for a gift of $10,000 or more, the Federation can provide fixed income for life – for you, for you and a spouse, or for another loved one.

The remainder of the annuity becomes a gift to the Jewish community beyond your lifetime.

Benefits may include:

A new source of passive income from assets that currently produce little to no income.
An income tax deduction based on the projected future value of the gift
Partially tax-free payments
Favorable treatment of capital gains for gifts of appreciated stock

Payout rates are based on age and number of beneficiaries. For example, the rates for a single-life annuity with one beneficiary may be:

Age	Rate
90+	10.1%
85	9.1%
75	7.0%
65	5.7%

You can establish a charitable gift annuity with a gift of cash, stock, or a one-time charitable distribution of up to $55,000 from your IRA.

Contact Us

Reach out for more Charitable Gift Annuities information and an illustration of benefits.

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