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Charitable Gift Annuity

Income for Life

Old woman A charitable gift annuity is a contract between you and the Jewish Community Foundation of MetroWest that provides you and/or another person with an income for life. In exchange for your irrevocable transfer of cash or marketable securities, you or the beneficiary will be paid a fixed sum each year for life.

At the expiration of benefits, you have left a permanent legacy as a link to our people's continuous tradition of tzedakah and klal Yisrael.

What are the benefits to you?

  • Income stream of fixed annual amount
  • Tax deduction for the gift portion
  • Can be used to establish an unrestricted gift or a designated gift
  • Assets can be used by designated charities after your lifetime
  • Simple giving instrument

For more information about how a charitable gift annuity can work for you, your family, and your community, or contact your personal financial advisor today. Also, please click the link below for additional information about how your charible gift annuity can sustain your gift to the Jewish community.

Disclaimer: Jewish Community Foundation of MetroWest does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.