Leave a legacy with planned giving. Whatever your age is, it’s never too early to start planning for your financial future. Through the planned giving options offered through the Federation, we can help you achieve your financial and philanthropic goals. And, by applying investment principles to charitable giving, we can ensure that your dollars have the greatest impact in transforming the lives of Jewish families here at home or around the world.

Why planned giving? Planned giving offers you the opportunity to increase your giving options while maximizing your tax benefits. In other words, doing good and living generously makes good fiscal sense:

• Provides new or increased income to you or designated beneficiary while reducing or eliminating capital gains taxes on appreciated assets.
• Helps reduce your taxable estate while enabling you to support the causes most important to you.
• Often can enable you to significantly increase your charitable donations

Learn more about planned giving through the Federation and how to leave a legacy.