Flexible Planned Lifetime Giving

A Donor Advised Fund is a fund you establish with The Foundation of the Jewish Federation of Greater Rochester from which you can recommend charitable distributions to almost any non-profit institution of your choosing. You can distribute the income and much of the principal, and can keep adding to the fund.

Here’s How It Works:

• You make a gift (minimum $5,000) of cash, stock, bonds or other property to The Foundation.
• You receive a charitable deduction for the full value of the gift, and pay no capital gains tax if the gift is made with appreciated property.
• You retain the right to recommend charitable gifts from the fund (both principal and income) to Jewish and non-Jewish charities.
• The Foundation does all of the record keeping, check writing, mailing and confirms your account transactions in writing.

For more information about how planned giving and legacy opportunities can work for you, your family, and your community contact Amy Libenson, 585-461-0490 or alibenson@jewishrochester.org at The Foundation of the Jewish Federation of Greater Rochester, or your personal financial advisor today.

The Jewish Federation does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.