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Planned Giving

Create a lasting legacy with your gift

Let us help you tailor your charitable gift to your financial, tax or estate planning objectives

You are at: Planned Giving > Gift Options > How to Give

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You are at: Planned Giving > Gift Options > How to Give

How to Give

How to Give

Giving to the Federation can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate the Federation as the beneficiary of your asset by will, trust or beneficiary designation form.
    More
  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
    More
  • Beneficiary Designation Gifts
    You can designate the Federation as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
    More
  • Bargain Sale
    The Federation purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
    More
  • Life Estate Reserved
    You give your property to the Federation but retain the right to use the property during your life.
    More
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Gift Options

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

Donor Stories

Learn how others have made an impact through acts of giving to your Federation and other Jewish organizations. Explore the many benefits of charitable gift planning.

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our work.