Funds are invested in a professionally managed, diversified, balanced portfolio to preserve capital and grow, ensuring your beneficiaries may rely on annual income.

Careful investment management and a thoughtful spending policy are designed to increase grants every year, helping beneficiaries keep up with increasing costs.

Contributions are tax deductible. There are no capital gains tax on transfer, making appreciated assets ideal gifts. After being added to a fund, assets appreciate without tax consequences.

The Federation manages all accounting, grant disbursements, investment monitoring, and reporting. Ongoing Federation oversight helps ensure the fund continues to be used as you intend.

You can work with the Federation to add or remove charitable beneficiaries from your gift agreement as many times as you wish during your lifetime. If you plan to establish your endowment with a legacy gift, you may change future beneficiaries without changing your estate plan.

Donors who plan endowment gifts benefiting Jewish organizations or causes are recognized as members of the Centennial Living Legacy Society, whose gifts will preserve and grow the community for the benefit of future generations.