You do not have to be wealthy to help.
A planned gift is a charitable gift that you decide now to make at some time in the future as part of your estate and gift plan. A planned gift can benefit you and the loved ones that you name.
You can designate how your gift is to be used: to provide unrestricted funds to help meet community needs now and in the future, to perpetuate a gift to the annual campaign, to provide permanent resources to aid identified programs, projects, agencies, organizations, or initiatives that are of particular interest to you and your family. It’s up to you. No matter what your motivation for giving, how much you are able to give, or when you would like your gift to begin – there’s a planned giving option for you.
Restricted Funds can be designated to support a field of interest (i.e. education, the elderly, etc.) or a specific agency or purpose.
A PACE (“Perpetual Annual Campaign Endowment”) Fund is a specific kind of Restricted Fund that is established to provide an annual gift to the campaign.
LOJE (“Lion of Judah Endowment”) is a specific kind of Restricted Fund that is established to endow a Lion’s gift to the campaign. (A Lion is a woman who gives an individual annual gift of at least $5,000 a year to the campaign.)
Planned Gifts without a specific designation will be placed in the Unrestricted Endowment Fund and used to support everything supported by the Federation!
CONTACT US FOR MORE INFORMATION
If you have any questions about making your gift, please contact Robin Wishnie, Executive Director at (908)758-2001
Any tax consequences described on this page are based on U.S. federal tax law. Charitable deductions from state and local taxes or from Canadian and provincial taxes may not be available to the same extent as from U.S. federal taxes. The Jewish Federations of Somerset, Hunterdon & Warren does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.