Planned Giving
A planned or endowed gift to your Jewish community enables you to be present forever. Whether your gift is used to provide for the needs of Jewish poor, to assist the elderly, to rescue Jews in need around the world or to fight anti-Semitism -- no matter where or when in the future, you can be there to help. Planned Giving offers many financial benefits. If you give during your lifetime, you will receive a charitable income tax deduction. If your estate is subject to taxes, a gift made at death will provide a tax deduction. Perhaps most important is the enduring nature of planned giving -- you may use your fund to honor or remember a loved one, perpetuating your family name long beyond your lifetime.
Donor Advised Funds
Our Donor Advised Funds are structured and administered to service the needs of all philanthropists. We offer exceptional investment management and ease of administration for those individuals and private foundations seeking to simplify the management of their philanthropy.
Any of these options will allow you to create a legacy that provides for future generations, while making sure that you and your loved ones are able to reap the benefits of your generosity.
Real Estate
Real estate offers numerous planning possibilities to meet your financial needs while fulfilling your charitable goals.
An outright gift of real estate to CJP allows you to obtain an income tax charitable deduction for its full fair market value and avoid capital gains taxes on the appreciated value.
A “bargain sale” allows you to cash out a portion of the real estate’s value while donating the remaining value to CJP.
If you are contemplating leaving a personal residence, vacation home or farm to CJP through your will, consider giving it now while retaining the right to live in it for your lifetime. You would continue to pay taxes, insurance and maintenance costs as you normally would. However, by retitling the property and reserving a life estate, you would enjoy the use of the property for life and obtain a current charitable income tax deduction. At your death, the property would pass to CJP, free of federal estate tax.
Appreciated real estate may, in some cases, be used to establish a charitable gift annuity, a charitable remainder unitrust or a CJP Donor Advised Fund.
No matter what your motivation for giving, how much you are able to give or when you would like your gift to begin -- there's an option for you.