JCF can make it easy …

You may make a planned gift to the Jewish Community Foundation of MetroWest through a multitude of different vehicles, each with its own tax and philanthropic benefit, including:

Annual Campaign Endowment (ACE)
A permanent fund dedicated to perpetuating an annual campaign gift to the United Jewish Appeal of MetroWest NJ beyond the donor’s lifetime. Brochure (PDF format)

Appreciated property gifts
Enable the donor to avoid or delay paying capital gains tax by making a charitable gift of stocks, bonds, mutual funds, real estate, or other assets that have increased in value. When the property has been held by the donor for more than 12 months and the donor gifts its outright, the donor may take a tax deduction based on the current value of the property.

Charitable bequest
A donation, which will reduce the donor’s taxable estate, established through a will in any amount, either to a general cause like United Jewish Appeal of MetroWest or to benefit a specific area or interest. Brochure (PDF format)

Charitable gift annuity
A one-time gift ($10,000 or more) that provides the donor with a fixed income for life and an income tax deduction; the remainder of the gift goes to the Jewish community. Brochure (PDF format)

Charitable remainder trusts
A gift in the form of a trust that offers the donor an immediate income tax deduction while providing income to the donor or someone he designates for life, joint lives, or a term of up to 20 years. Afterward, the remainder in the trust becomes the property of the Jewish community. Brochure (PDF format)

Charitable lead trust
Another type of trust established for a specific term by contributing an income-generating asset, often real estate. The income flows to the charity for a fixed period of time, after which the asset reverts to the donor or the donor's heirs. Brochure (PDF format)

Donor Advised (aka “philanthropic”) Fund
Can be created with a minimum gift of $10,000. It offers an immediate tax deduction and allows the donor to recommend grants over her lifetime – or that of her successor – to charities she wishes to support at any time. Brochure (PDF format)

Designated endowment
A tax deductible gift that supports a specific organization, program, or project. Can be made in memory or in honor of a loved one. Brochure (PDF format)

IRA or pension plan
Making the Jewish Community Foundation the beneficiary of an Individual Retirement Account (IRA) or Qualified Pension Plan is a wonderful way to provide for the community and may provide significant tax advantages.

Life insurance gift
A relatively inexpensive way to leave a generous endowment is to name the Foundation as the owner and beneficiary of a life insurance policy. The premiums are tax deductible.

Supporting foundation
Functions much like a private family foundation but with the tax advantages of a public charity. A great way to formally get the kids involved in the family’s philanthropy and a make a significant philanthropic impact. Many other ways of making a gift, either current or deferred, are available.