CHARITABLE GIFT ANNUITIES:
Make a Gift and Receive Income for Life
Help others while you help yourself.
Charitable Gift Annuities (CGAs) can provide you with an income for life and enable you to create a lasting gift that will support your Jewish community long into the future.
A CGA is easy to establish. You contribute cash, appreciated securities or other property to JCF. JCF sells the property and invests the proceeds. JCF makes payments to you or someone you name can be made for life or for a term of years.
When payments cease, the remaining assets will be used to create a fund at JCF that will used for our general charitable purposes or for a specific purpose you designate at the time you establish your CGA.
Frequently, there are significant tax advantages to creating a CGA, including the deferral and minimization of capital gains taxes and the generation of significant income, gift and estate tax deductions.
Selecting and creating the right CGA for you will depend on a number of factors. Members of our gift planning staff are available to consult with your and your professional advisors in structuring your gift.
Fact Sheet
Click here to download a fact sheet about CGAs, including information on payout rates.
Sample CGA Illustrations
Click here to download (Single Life CGA illustration).
Click here to download (Joint and Survivor CGA illustration).
To learn more, please contact Joshua Rednik at (973) 929-3060 to discuss how a CGA can work for you.