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.

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.

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

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. 

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.

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.