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Retirement Plan Assets

RETIREMENT PLAN ASSETS including corporate pension and profit-sharing plans, Keogh plans, 401(k) plans, 403(b) plans, and Individual Retirement Accounts (IRAs) may be used to create or to add to an endowment fund in the Jewish Community Foundation.

Retirement Plan AssetsHow Does It Work?

You name the Jewish Community Foundation as a full or partial beneficiary of your retirement plan assets by notifying your plan administrator and completing a “change of beneficiary” form. You can also use retirement assets now or at your death with planned giving vehicles such as charitable remainder trusts or charitable gift annuities.

Alternatively, you may use your retirement plan assets to create a charitable remainder trust or charitable gift annuity upon your death. The trust or annuity may provide income to one or more designated beneficiaries for life or a term of years. When the trust or annuity ends, the Foundation receives the remaining assets, which you designate to a particular cause or endowment.

The proceeds can be used to create or to augment an unrestricted endowment, a Lion of Judah Endowment or Legacy Fund, a special purpose fund, a donor-advised fund or a supporting foundation.

What Are The Benefits?

  • You may be able to make a more significant gift than you thought possible.
  • Contributing your retirement plan assets is tax efficient, as it may save both income and estate taxes.
  • Designating a charitable beneficiary is easy to administer.
  • You provide a permanent source of funding for the Federation’s Annual Campaign or for a cause you care about most, ensuring that critical support for services to the Jewish community continues for the future.

Related Links

Skip Navigation Links
Start a Fund
Gift Annuities
Endow Your Gift
About Donor Advised Funds
Donate to the Foundation
Foundation Grants
Foundation Performance
Centennial Fund for a Jewish Future
Jewish Federation Homepage
Foundation Scholar
CLE Series
Great Jewish Thinking
Exodus Lectures
Ten Commandments
Downtown Series
Melton School


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 I  www.jfedpgh.org I info@jfedpgh.org  
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