Planned Giving and Endowments
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Charitable Gift Annuities

A charitable gift annuity is a contract between you and your federation/foundation that provides you and/or another person with an income for life. In exchange for your irrevocable transfer of cash or marketable securities, you or the beneficiary will be paid a fixed sum each year for life.

At the expiration of benefits, you have left a permanent legacy as a link to our Jewish traditions of tzedakah and klal Yisrael.

What are the benefits to you?

  • Provides a fixed annual income stream
  • Offers a tax deduction for the gift portion
  • Can be used to establish an unrestricted gift or a designated gift

The assets can be used after your lifetime by the charity you designate.

A charitable gift annuity is a simple planned giving instrument. For more information about how a charitable gift annuity can work for you, your family, and your community, call your local endowment director or your personal financial advisor today.

Find out more:
> More about Charitable Gift Annuities
> Link to PG Calc
> Other Options for Creating Your Legacy


A charitable gift annuity
provides you
with an income
for life and leaves
a permanent
legacy after
you are gone.