Endowment Opportunities

DONOR/ADVISED PHILANTHROPIC FUND

FLEXIBLE PLANNED LIFETIME GIVING

A donor-advised/philanthropic fund, a semi-permanent fund of your federation, is a personal expression of your tzedakah. Aligning your philanthropic interests with the Jewish community - needs and priorities through hands-on philanthropy, your personalized philanthropic fund will continue to benefit the community into the future.

While you make recommendations for annual distributions during your lifetime, upon death the gift becomes part of the Federation Endowment Fund, perpetuating your name and your lifetime of commitment.

A donor-advised/philanthropic fund allows your charitable dollars to grow tax-free, thereby increasing the resources available for grant making.

WHAT ARE THE BENEFITS TO YOU?

  • Easy to start with low minimum irrevocable gift of cash, securities or other property
  • Optimum tax advantages
  • Flexible giving
  • Administered by your community endowment professional
  • Centralizes your philanthropy
  • Simplifies your record keeping

Named Endowment Fund

Creating an Enduring Gift

A special endowment fund, a permanent fund of the Youngstown Area Jewish Federation, creates a permanent legacy perpetuating your ideals and your name or that of a loved one. At its creation, you may designate how you wish the annual fund distribution used.

What are the benefits to you?

  • Easy to start with low minimum irrevocable gift of cash, securities or other property
  • Tax advantages either during your lifetime or for your estate
  • You can designate the beneficiary of the fund to support
  • Administered by your community endowment professional
  • Perpetuates your family name beyond your lifetime

HOW TO BEGIN

For more information about how a named endowment fund can work for you and your community, call the Youngstown Area Jewish Federation, Andy Lipkin at (330) 746-3250, Ext. 111 or e-mail at alipkin@jewishyoungstown.org or contact your personal financial advisor today.

DISCLAIMER:   This material is presented for informative purposes only and should not be construed as legal, tax or financial advice. When considering gift planning strategies, you should always consult with your own legal, tax and financial advisors.

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