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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.

For more information on planned giving or to arrange a confidential consultation, please contact Avraham Groll, JewishGen's Director of Business Operations, at (646) 437-4326 or agroll@JewishGen.org.

IRA Rollover provision extended through 2013
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, 2013.

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.

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

IMPORTANT NOTICE: This popular tax-wise giving option, available last year, has not yet been renewed for 2014.  This page will be updated with 2014 information if the charitable IRA rollover provision is renewed.

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