Ways to Give
Empower Your Giving with Us for Impactful Partnerships
Explore tailored strategies for impactful giving, aligning your contributions with your values and goals. Make a difference in the Jewish community and beyond with our guidance and resources. Join us in empowering positive change through philanthropy.
In 2023, the Jewish Foundation of Greater New Haven distributed
to charitable organizations
Fostering Jewish Philanthropy for Cultivating Growth and Lasting Change
GIFTS FROM YOUR WILL
General Bequest
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.
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.
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
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.
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.
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 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.