Planned Giving

The Kehillah Jewish Education Fund has wonderful gift-giving opportunities available to you. Whether you’re thinking about establishing an endowment or leaving a lasting legacy through a bequest, your generosity will have a transformative impact on our work — today and far into the future.

KF Declaration of Intent, Click HERE.

Stock Gifts

You can contribute publicly-traded securities (such as stock or mutual fund shares) to the Kehillah Fund and save on both income and capital gains taxes. If you own stock that you bought at least one year ago that has increased in value your charitable deduction will be valued at current fair market value and no capital gains tax will be paid when the shares are sold by the Kehillah Fund.

Real Estate

A gift of appreciated real property such as your home, vacation property, vacant land, farmland, ranch or commercial property is a valuable gift to the Kehillah Fund.

  • Avoid capital gains tax.
  • Receive a potential charitable deduction.
  • Leave a lasting legacy.

You can give your real property to the Kehillah Fund by executing or signing a deed transferring ownership. You may deed part or all of your real property. Your gift may be based on the property’s fair market value, established by an independent appraisal.

Future Gifts

Making a bequest to the Kehillah Fund is a simple way to leave a lasting legacy. Made with cash, securities, or real or personal property, a charitable bequest is fully deductible for estate tax purposes. You may designate a specific sum or asset, provide for a fixed dollar amount, or gift a residuary of your estate to the Kehillah Fund.

Charitable Gift Annuity – Immediate Payment

To establish a charitable gift annuity, you make a gift to the Kehillah Fund and in exchange receive a fixed annual dollar amount for life. The principal remaining at your death will then benefit the Kehillah Fund program of your choice.

Gift Annuity – Deferred Payment

This type of gift may appeal to you if you are 40 to 60 years old, have a high income, need to benefit now from a current tax deduction, and are interested in increasing potential retirement income. The deferred-payment gift annuity involves the current transfer of cash or marketable securities to the Kehillah Fund. The Kehillah Fund, in turn, agrees to pay the donor an annuity starting at a future date – usually at the donor’s retirement. This gift can consist of a single transfer, a series of transfers, or periodic transfers to the plan in high-income years.

Life Insurance Gift

Life insurance is an excellent tool for making charitable gifts for a number of reasons. Through a relatively small annual cost (the premium), the Kehillah Fund will receive a benefit far in excess of what would otherwise be possible. Assets earmarked for family members can be kept intact.

How Can I Find out More?

Contact Nesanel Siegal, Director of Operations, at (224) 470-2926 or email nsiegal@kehillahfund.org

 

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