By establishing a CGA with the Jewish Community Endowment Fund of the Jewish Community Federation, you can provide guaranteed fixed payments for one or two lives, including for yourself or your spouse, partner, parent or other loved one. Other benefits to you may include:

• An income tax deduction at the time the gift is made 
• Partially tax-free payments
• Favorable treatment of capital gains for gifts of appreciated assets (such as marketable securities and certain real estate)
• Estate tax savings

Sample Charitable Gift Annuity Rates for a Single Life Immediate Annuity

Age Current Annuity Rates 90+ 9.5%     85 8.1%     80 7.1%     75 6.3%     70 5.7%     65 5.3%

 

Permanent Legacy

After payments are made for one or two lives, the remainder of your gift serves as your permanent legacy which will help ensure the continuity of Jewish life for generations to come through the Endowment Fund’s innovative grant-making.

Prospective donors are encouraged to seek the advice of their professional advisors. The California Insurance Guaranty Association does not guarantee payments of annuities; however, payments are backed by the assets of the Federation.

To learn how you can establish a Charitable Gift Annuity and create a legacy for the Jewish community, contact:
Andrew Fradkin at 415.512.6240 or andrewf@sfjcf.org