ENDOWMENT FOUNDATION

Permanence. This one word sums up the advantage of endowment, for you as a donor and for the Jewish community. Endowments established decades ago still sustain Jewish Federation and our community today. Endowed gifts to Jewish Federation of Northern New Jersey fulfill the hopes and dreams you have for our Jewish community and your family. We have the expertise to help you design a personal planned gift that is meaningful to you.

With a little planning, you can make the gift of a lifetime.

 Funding methodologies and their benefits are shown here

THE FUTURE 

Starts with you!

Plan Your Legacy

An endowment is a permanent fund that provides annual income for programs, projects, agencies, organizations or initiatives you care about. When you establish an endowment with Jewish Federation of Northern New Jersey, you create a lasting legacy that helps ensure the future of our Jewish community.

Designated & Field of Interest Funds

You can create a permanent fund earmarked for a purpose that you feel is most important – social justice, Jewish education, eldercare, or another cause that is meaningful to you. You can specify the area of interest you wish to support or designate a specific agency/organization that will receive annual distributions.

Gifts in Memory of a Loved One

The Lion of Judah and Men’s Tree of Life Memorial funds provide a meaningful way for you to honor the memory of a loved one. Your one-time gift of $5,000 (separate from annual campaign giving) will be added to the appropriate endowment fund to perpetuate support of Federation’s mission in their name.

Lion of Judah Endowment

A Lion of Judah Endowment (LOJE) allows you to perpetuate your Lion of Judah annual campaign gift to Jewish Federation.

Perpetual Annual Campaign Endowment

A Perpetual Annual Campaign Endowment (PACE) allows you to perpetuate your annual gift to Jewish Federation.

Pomegranate Endowment

A Pomegranate Endowment (POME) allows you to perpetuate your annual Pomegranate level gift to Jewish Federation.

Plan Your Gift

Planned gifts can take many forms, including lifetime giving
and commitments that will be fulfilled as part of your estate plan.

Here are a few popular techniques:

Outright Gift or Multi-Year Pledge

You may fund your endowment through an outright gift or a multi-year pledge. This allows your endowment to begin supporting our community during your lifetime and may provide estate and/or income tax benefits.

Bequest

Make a difference that transcends your lifetime by including a gift to Jewish Federation in your will or trust. We’ll work with you and your advisor to craft language that clearly reflects your intentions.

Life Insurance

Did you know that you can name Federation as the owner and beneficiary of a new or existing life insurance policy? This is an excellent way to leave a larger legacy than you might otherwise have thought possible. Your policy can become a powerful and simple way to support our work. Simply transfer the ownership to Federation and complete a beneficiary designation form to name Federation as the policy beneficiary. Or you can take out a new policy and irrevocably name Federation as the owner and the beneficiary of the insurance contract.

IRA Rollovers

You may give any amount (up to a maximum of $100,000) per year from your IRA directly to a qualified charity such as Jewish Federation without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short. You can use it to support Federation’s Annual Campaign, or to fund a permanent endowment.

Donor Advised Fund

Think of a Donor Advised Fund (DAF) as a charitable giving checking account. Use your DAF to easily recommend grants to the charities you care about. While DAFs help organize lifetime charitable giving and may provide current income tax benefits, you can also designate Jewish Federation as the ultimate beneficiary of your DAF to perpetuate your philanthropy.

"I want to make sure that Federation is always able to respond to unmet needs in the community. That’s why I endowed my gift to Jewish Federation."

Gail Billig, Dor L’Dor Society member

⭐️ ⭐️ ⭐️ ⭐️ ⭐️

"We believe it’s our obligation to safeguard the future of the Jewish community. That’s why we endowed our gifts to Jewish Federation."

Barbara and Philip Moss, Dor L’Dor Society members

⭐️ ⭐️ ⭐️ ⭐️ ⭐️

LET US HELP YOU GET STARTED

Robin Rochlin
Managing Director, Endowment Foundation
Assistant Executive Vice President
RobinR@jfnnj.org
201-820-3970

Devra Karger
Director, Principal Gifts
DevraK@jfnnj.org
201-820-3951

Marcy Needle
Planned Giving Officer
MarcyN@jfnnj.org
201-820-3971

Michal Vinar
Administrator, Endowment
MichalV@jfnnj.org
201-820-3972