Ways to Give
The Jewish Foundation can help you explore charitable opportunities that work for you and your family.
How Will You Leave Your Legacy?
A planned gift enables you to support what you believe in, preserving your assets during your lifetime and leaving a valuable legacy.
Your gift to supports our mission to lead, build, strengthen, and renew a dynamic local Jewish community and to provide support and caring for Jewish people in our community, Israel and worldwide.
Let us help you make the gift that’s right for you. Explore several popular ways of supporting the Jewish Foundation of Greater New Haven, then begin a confidential, no-obligation conversation to get started.
Join Now
When you make a gift from your will or trust, you’ll join the others who share your principled commitment to furthering our mission. If you’ve already included the Foundation in your plans, please let us know so we can properly thank you and make sure your gift will be used as you’ve intended.
Join now and let your legacy reflect your deep commitment to continuing the rich heritage of our community.
Ways to Give
Gifts from Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Beneficiary Gifts
Retirement Accounts
Naming the Jewish Foundation of Greater New Haven as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
Gifts That Pay You
Charitable Gift Annuity
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to the Foundation that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Gifts of Stock
Appreciated Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Charitable IRA Rollover
Charitable IRA Rollover
If you're 70 1/2 or older, you can make a gift directly from your IRA to the Foundation. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Gifts of Property
Real Estate and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
Donor Advised Funds
Designate the Foundation to receive all or a portion of the balance of your Donor- Advised Fund (DAF) through your fund administrator (you also can make a grant to us at any time from your donor-advised fund). The balance in your DAF passes to the Foundation when it terminates.
Gifts Through Trusts
Charitable remainder unitrusts make payments to you or another beneficiary with the remaining value passing to the Foundation. Charitable lead trusts provide payments to the Foundation with the remaining value passing to your heirs. For the savvy donor, charitable trusts can provide tax-advantaged income, eliminate capital gains tax, or preserve assets for your heirs.
Gifts OF LIFE INSURANCE
Name the Foundation as the beneficiary of an existing life insurance policy or donate an existing, paid-up life insurance policy you no longer need.
Meet Our Donors
For Professional Advisors
If you are working with a professional advisor or advising a donor, The Jewish Foundation of Greater New Haven is ready to help create a charitable giving strategy tailored to meet your financial and philanthropic objectives. Please consider us your philanthropic resource and partner in helping you to explore charitable opportunities that work for you.
Let’s Start a Conversation
The Jewish Foundation can help you explore charitable opportunities that work for you.
The Jewish Foundation is a trusted and expert resource for charitable gift planning and endowments and serves as a partner and resource for synagogues, local Jewish agencies, professional advisors and donors.
When you make a current gift or leave a bequest to the Jewish Foundation of Greater New Haven, you not only benefit our community, but you can also support the causes that are important to you. You can designate that your gift be used to provide unrestricted funds to help meet community needs now and in the future or to endow a permanent fund to aid identified programs, your synagogue, agencies, organizations, or initiatives (Jewish or not Jewish, in Greater New Haven, Israel or beyond) that are of particular interest to you and your family.
Lisa Stanger, Esq., Executive Director
Tiberius Halai, Grants and Gift Manager
Beth Kupcho, Scholarship and Philanthropy Manager
Stephanie Licsak, Controller
Sarah Domena, Marketing and Communications Director
Tamara Schechter, Create a Jewish Legacy Manager
Jewish Foundation of Greater New Haven
360 Amity Road
Woodbridge, CT 06525
203-387-2424, ext. 382
203-387-1818 (fax)
foundation@jewishnewhaven.org
newhavenjewishfoundation.org