Charitable Gift Annuity

There's a way for you to support the Jewish Federation of Palm Beach County and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.

This type of donation can provide you with fixed income for life and allow us to further our work. You may also qualify for a variety of tax benefits, including a federal income tax charitable deduction if you itemize.

Since charitable gift annuities are based on actuarial tables, this is a tool that gets better as you get older by offering a more attractable rate of return.

Gifts That Pay You

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Deferred Gift Annuity Request Form

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See How It Works

An Example of How It Works

Dorothy Adler I was searching for a way to secure my income and support the Jewish community at the same time. Establishing a charitable gift annuity with the Jewish Federation of Palm Beach County allowed me to do just that. Charitable gift annuities are a fabulous way to enrich our community while receiving a stream of income.
–Dorothy Adler

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

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Calculate Your Benefits

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  1. Contact the Jewish Community Foundation at 561-242-6639 or jcf@jewishpalmbeach.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with the Jewish Federation of Palm Beach County.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Jewish Federation of Palm Beach County in your plans, please use our legal name.

Legal Name: Jewish Federation of Palm Beach County, Inc.
Address: 1 Harvard Circle, Suite 100, West Palm Beach, FL 33409

A charitable bequest is one or two sentences in your will or living trust that leave to the Jewish Federation of Palm Beach County a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Jewish Federation of Palm Beach County, a nonprofit corporation currently located at 1 Harvard Circle, Suite 100, West Palm Beach, FL 33409, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is a separately identified fund created by a donor with the Jewish Federation of Palm Beach County as a cost effective and efficient way to give charitably. The donor retains the right to make recommendations for distributions from the fund.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Jewish Community Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Jewish Community Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Jewish Federation of Palm Beach County where you agree to make a gift to the Jewish Federation of Palm Beach County and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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