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Provide a legacy for your children and grandchildren.
Protect what’s most important to you. And safeguard
your values—forever. |
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Establishing a Lion of Judah Endowment (LOJE) allows a woman to endow her gift in perpetuity.
Through simple, innovative steps, an endowed gift is within the reach of a Lion of Judah, regardless of her age
or giving level. The Or L’Atid flame, attached to the Lion of Judah pin, signifies to the Jewish world a woman’s
commitment to the continuation of Jewish life. Donors creating LOJE funds with a minimum contribution of $100,000
are recognized by membership in the LOJE Honor Roll. Contributions of at least $200,000 are also recognized by
the membership in the National Star of David Society.
The strength and vitality of women’s giving continues through the Lion of Judah Endowment (LOJE)—enabling women
to leave a legacy to help create social justice, heal the sick, preserve human dignity, and provide Jewish education
and Jewish growth for all.
There are several ways a woman may establish a LOJE.
Gift of Cash/Assets
An outright gift of cash or appreciated assets like stocks or bonds
is the easiest way. |
Bequest
A simple bequest in a will is the most common technique for
creating a LOJE. |
Gift of Life Insurance
A gift of a life insurance policy is particularly appealing for younger
donors because of its reasonable cost and tax benefit. By naming the
Jewish community owner and beneficiary, the donor may be able to
deduct the premiums. |
Gift of IRA or Pension Plans
IRA and pension plans are subject to high testamentary taxes. This
makes them ideal for transfer in whole or in part to a charity to
create a LOJE. |
Charitable Income Plan
A Charitable Remainder Trust or Charitable Gift Annuity offers life
income payments with the benefit of a current tax deduction. The
remainder of the trust or annuity can be dedicated to create a LOJE. |
Of course, there are additional funding vehicles available for you. Your endowment professional or financial or
estate planner can help you select the ones best suited for your needs. All contributions to establish a LOJE are
tax deductible. In addition, contributing appreciated assets held at least a year also avoids the tax on capital
gains.
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 structured in a variety of innovative ways
• Offers tax benefits for you and/or your estate
• Provides resources for organizations that are important
to you |
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| Find Out How to - be there
- BROCHURES |
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