Page 4 - Jewish Foundation Ways to Give

GIFT PLANNING SOLUTIONS
From the Simple to the Complex
We often hear from community members who would like to make a gift but are concerned about the effects an immediate gift would have on their financial security or the future needs of their spouses, children, and grandchildren. We also hear from donors who would like to support our community and seek advice on sophisticated, tax-advantaged ways to do so.
DO YOU...
want to make a gift but want to help your family, too?
need an income tax deduction but aren’t sure how best to go about it?
wish you could give more but are still saving for retirement?
wish you could give more but are concerned about your future security?
WE CAN...
The Jewish Foundation is staffed by experienced professionals who can help you and your financial advisors structure the right gift to meet your goals...from the simple to the complex.