It Starts With You
The TJF team works with donors, their families, and often their professional advisors to develop meaningful, tax-wise philanthropic plans so they can maximize their gift’s impact.
What makes the most sense for you and your family?
Used to make an impact today or set aside and allowed to grow so you can make a greater impact tomorrow.
If you are over age 70 1/2, a tax advantaged gift option, particularly after recent federal tax changes.
Designate TJF as the beneficiary of a current policy or establish a new policy to benefit one or more organizations. Matching funds available.
Easiest and most common option for a legacy gift as it costs you nothing today.
Stocks, bonds, or other appreciated securities gifts avoid capital gains and provide an immediate charitable deduction based on current market values.
Can help you avoid a capital gains tax.
Transfer your home (or vacation property) to TJF and receive a tax benefit while maintaining lifetime use.
TJF Giving Vehicles
The way you package your gift depends on your goals: Do you want to include your children or other loved ones in the process? Is flexibility important? Tax savings?
Support grants for new, innovative programs and emergency needs in the local Jewish community.
Gifts can benefit specified organizations or causes and often make distributions at a specified spending rate.
Gifts ensures support for one or more charitable organizations in perpetuity.
Typically, a significant asset funds this type of trust and earnings provide income for you / your loved one's life or a term of years, then the trust's remainder assets will be left to charity.
Typically, a significant asset will be fund this type of trust and the earnings generated will benefit the charity for a term of years, after which the trust's assets will be transferred to your family.
Donor Advised Funds
Also known as DAFs, these funds are used like charitable savings accounts.
- Receive an immediate tax benefit
- Recommend charitable grants throughout the year
- Multiple generations can advise on a DAF
- 24/7 online fund access
DAF's are a great strategy for maximizing income tax deductions! Matching Funds Available.