Endowed Gifts

Establishing an endowment fund to the Jewish Federation of Palm Beach County today provides a brighter picture for our future. An endowment fund, whether unrestricted or designated, is a gift with both immediate and long-term benefits.

Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs in our community. The remaining funds are reinvested to ensure indefinite support.

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how 
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Examples of How It Works

Connie and David Blacher Longtime supporters Connie and David (z”l) care about children with special needs and their families. They want to provide resources for early intervention at the Mandel JCC preschools. This will give each child with special needs the best possible chance to live life to his or her potential.

Connie and David (z”l) established a special needs fund with the Jewish Federation of Palm Beach County. Each year, a portion of the income from the invested money is used to support special needs programming at the Mandel JCC. Plus, Connie and David (z”l) may qualify for charitable deductions on their taxes.

Rita Wolfson"It is an honor and privilege to be able to endow my Lion of Judah pin in Palm Beach, North Carolina and Atlanta. As I reflect on my involvement in these dynamic communities, I am grateful to my parents who instilled in me the meaning of Tzedakah, and to the many inpiduals along the way who, by example, taught me that 'we are our brother's keeper and as Jews we are responsible for each other.'

"By my example, I hope to influence my children and grandchildren so that this precious link between generations that unites us will never be broken."
—Rita Wolfson z"l

Today's Jewish women can perpetuate their own names and their commitment to Jewish continuity by establishing a Forever Lion of Judah Endowment (LOJE), a fund that permanently endows a woman's annual gift to the Jewish Federation of Palm Beach County's Annual Campaign.

By endowing a Forever Lion of Judah gift, women ensure that their support for the work of the Jewish Federation of Palm Beach County continues forever. We greatly appreciate Rita Wolfson's desire to perpetuate her annual giving through a gift in her will. By endowing her gift, Rita joins a long honor roll of women who have elected to take this step to sustain Jewish life.

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Next Steps

  1. Contact the William A. Meyer Jewish Community Foundation at 561-242-6639 or meyerjcf@jewishpalmbeach.org to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Jewish Federation of Palm Beach County in your plans, please use our legal name.

Legal Name: Jewish Federation of Palm Beach County, Inc.
Address: 1 Harvard Circle, Suite 100, West Palm Beach, FL 33409
Federal tax ID number: 59-0948696

A charitable bequest is one or two sentences in your will or living trust that leave to the Jewish Federation of Palm Beach County a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to the Jewish Federation of Palm Beach County, a nonprofit corporation currently located at 1 Harvard Circle, Suite 100, West Palm Beach, FL 33409, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is a separately identified fund created by a donor with the Jewish Federation of Palm Beach County as a cost effective and efficient way to give charitably. The donor retains the right to make recommendations for distributions from the fund.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Jewish Federation of Palm Beach County as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Jewish Federation of Palm Beach County as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Jewish Federation of Palm Beach County where you agree to make a gift to the Jewish Federation of Palm Beach County and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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