Planned Giving
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Charitable Gift Annuity—Immediate Payment
How It Works
- Transfer cash or other property to JFF
- JFF agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
- The balance of the transfer inures to JFF
Benefits
- Payments for life that are favorably taxed
- When gift is funded with cash, part of payment will be tax-free
- When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
- Federal income-tax deduction for a portion of your gift
- Gift will provide generous support for JFF
More Information
Request an eBrochure
Request Calculation
Contact Us
Jennifer Zwirn |
Jewish Alliance of Greater Rhode Island |
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