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Endowment Vehicles

There are several ways to endow a fund, providing many choices that suit a donor depending upon his or her particular financial circumstances. These include:

Charitable Gift Annuities

A Charitable Gift Annuity provides the donor with a guaranteed income for life, partly tax-free, at payout rates much higher than current CDs or stock dividends. Learn more…

Charitable Lead Trusts

Charitable Lead Trusts pay income to an endowment within the Foundation during the donor's lifetime. The remaining principal is returned to his/her beneficiaries upon the donor's death. Sizeable tax benefits accrue.

Charitable Remainder Trusts

Charitable Remainder Trusts pay income to the donor or designated person(s) for life. An endowment is established in the name of the donor upon the death of the income recipient(s). Sizeable tax benefits accrue.

Life Insurance

The Foundation Life Insurance program enables a donor to establish a sizeable fund with minimal output of cash. An approved life insurance policy naming The Jewish Federation of Greater Pittsburgh as the beneficiary is purchased through reasonable, tax-deductible premium payments made by the donor and matched by the Foundation. Donation of an existing policy may also be possible, offering tax benefits.

Contact

For more information about the Foundation, please contact Dan Brandeis, Jewish Community Foundation Director (412.992.5220 or dbrandeis@jfedpgh.org), or Sharon Perelman, Director of Planned Giving (412.992.5224 or sperelman@jfedpgh.org).

Related Links

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Gift Annuities
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About Donor Advised Funds
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Centennial Fund for a Jewish Future
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Foundation Scholar
CLE Series
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Contact

For more information about the Foundation, please contact Dan Brandeis, Jewish Community Foundation Director (412.992.5220 or dbrandeis@jfedpgh.org), or Sharon Perelman, Director of Planned Giving (412.992.5224 or sperelman@jfedpgh.org).

Jewish Community Foundation

Jewish Federation of Greater Pittsburgh
234 McKee Place, Pittsburgh PA, 15213  412-681-8000
www.jfedpgh.org I info@jfedpgh.org  
 
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