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 Donor
Distribution Request Form, click
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Enjoy a convenient vehicle that can manage your
charitable giving. Take full advantage of available
tax benefits. |
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By making a contribution
of cash or securities in the amount of $5,000 or more,
you may establish a fund which is held in an account which
you name. The Jewish community offers several investment
options; you recommend how your funds are to be invested.
Any contributions you make of cash and securities which you’ve held for at least one year are fully deductible
and afforded the most favorable tax treatment. In addition, any funds held in the account grow tax-free.
You may recommend that grants be made from your fund to specific
charities you wish to support at any time, freeing you from the pressure
of making such decisions at the end of each year. A single contribution
of securities may be used to make tax-advantaged contributions to
many charities, avoiding the cumbersome requirement of breaking a
security position into many small units. The minimum grant which
may be recommended is $100. Unless you request anonymity,
grant
checks are sent with a transmittal bearing your name.
You may nominate your children to make grants on your behalf, now,
or as your successor—enabling your family’s future generations to
carry on the tradition of charity that you have established.
A Donor Advised Fund can provide the advantages of a private foundation while eliminating on-going legal and accounting
costs, as well as excise taxes on investment income. When large contributions are made, the allowable tax deductions
are greater than those available when contributions are made to a private foundation.
A gift to the Jewish community today will allow you to be there for your family,
your community, and the Jewish people—whenever help is needed in the future.
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• May be established with cash or securities
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Can be created with a minimum gift of $5,000
• Allows you to recommend grants to organizations
• Offers considerable tax advantages
• Enables continuity through generations of your family
• Less burdensome than operating a private foundation |
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| Find Out How to - be there
- BROCHURES |
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