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Planned Giving

Celebrate Your Heritage with a Legacy Gift

Contribute to the future of JewishGen by planning for a special kind of gift.  A planned gift creates a meaningful personal legacy at JewishGen, while securing the future of this important organization and its mission.

There are many ways to include JewishGen in your charitable giving and estate planning:

  • Bequest: One of the simplest ways to support JewishGen's future is by naming JewishGen a beneficiary in your will.  This may be made with a specific dollar amount, asset, or percentage of your estate.
  • Charitable Gift Annuity: A charitable gift annuity is an agreement between you and JewishGen that provides you with regular fixed payments for life in exchange for transferring assets to JewishGen.  You may be eligible to receive significant income tax benefits, and a portion of your annuity payments may be tax-free.  Minimum gift of $10,000 is required.
  • Retirement Plans and Beneficiary Designations: Retirement (i.e., IRA), life insurance, and real estate assets may all be donated to JewishGen.  Making a gift in this manner can mean significant tax advantages for your estate and your heirs.

Donors who contribute through a planned gift or notify us that they have made a provision for JewishGen in their estate plans are honored and recognized as members of JewishGen's Tree of Life Society.

Each gift makes a difference.  Together with your own financial planners, let us help you create a legacy to meet your unique financial, tax, and estate planning goals while ensuring that JewishGen’s mission of “preserving our history for future generations” continues.

IRA Rollover provision extended through Dec. 31, 2014

Friends of JewishGen who are 70½ or older can use their IRAs to make a gift of up to $100,000 to JewishGen without reporting the withdrawal as taxable income.  Distributions must be made by December 31, 2014.

This may be most useful for donors who:

  • Must make a required minimum distribution from their IRA but do not need the income, or
  • Have exceeded their ability to claim an income tax deduction, or
  • Do not itemize their deductions, or
  • May have more of their Social Security income taxed by receiving additional income.

Requirements are as follows:

  • Distributions can only be made to a qualified charitable organization such as JewishGen;
  • Distributions must be made directly to the charitable organization through the plan administrator (and not through a philanthropic fund, etc.)

Qualified distributions can be used to make a gift to the JewishGen Fall Appeal and receive the following benefits:

  • The distribution will not be treated as a taxable distribution to you (but you would not receive a charitable deduction for the distribution amount)
  • Taxable assets will be removed from your estate
  • Gifts qualify for IRA required minimum distributions

Restrictions apply, so please consult with your advisors to determine how such a gift would affect your overall tax and estate planning.

To learn more about how distributions from your IRA to JewishGen may fit into your charitable giving, or to arrange a confidential consultation, please contact Avraham Groll, JewishGen's Director of Business Operations, at (646) 437-4326 or email to agroll@JewishGen.org.

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