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Our customized service will help you set up the gift that best matches your financial and tax needs. Whether giving individually, as a family, or across generations, we are here to help.

CASH OR APPRECIATED STOCK

Donating appreciated securities, such as stocks or bonds, can be a tax-efficient way to give.

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LIFE INSURANCE

Partner with the Jewish Community Foundation to create a life insurance gift. The Foundation will share the cost of qualified new policies with you.

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RETIREMENT PLAN ASSETS

Using your retirement plan for charitable giving, either through a beneficiary designation or, if you are over 70 1/2, through an IRA charitable rollover, can offer the most tax-effective option for your philanthropy.

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ACORN FUNDS

Partner with the Jewish Community Foundation to create an Acorn Fund with an initial gift of at least $10,000 over no more than four years designed to grow into a significant endowment.

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PRIVATE EQUITY OR REAL ESTATE

The Jewish Community Foundation can accept gifts of complex assets to help further your philanthropy. Commonly transferred assets include interests in small privates businesses and real estate.

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TANGIBLE PERSONAL PROPERTY

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LIFE INCOME PLANS

A charitable remainder trust offers lifetime income for you or someone you love, provides other potential tax benefits, and allows you to create a lasting endowment to support the Jewish community.

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CHARITABLE LEAD TRUSTS

Transfer property to your children or grandchildren while making a significant contribution to the Jewish community.

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BEQUESTS

You can retain assets during your life and create a legacy that helps ensure the future of the Jewish community by designating gifts in your Will.

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Give Jewishly. Effective Philanthropy. Build and Bridge.

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