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Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
Federation
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Jewish Federation of Cleveland with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Jewish Federation of Cleveland.

  1. You transfer cash or property to Jewish Federation of Cleveland.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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Contact Us

Steve Hoffman 216-593-2900 shoffman@jcfcleve.org
Hedy Milgrom 216-593-2850 hmilgrom@jcfcleve.org
Carol Wolf 216-593-2805 cwolf@jcfcleve.org
Ann Garson 216-593-2814 agarson@jcfcleve.org
Matthew Kaliff 216-593-2831 mkaliff@jcfcleve.org
Janet Shapiro 216-593-2875 jshapiro@jcfcleve.org
Jennifer Schwarz 216-593-2816 jschwarz@jcfcleve.org
Michael Cole 216-593-2795 mcole@jcfcleve.org
Lisa Hacker 216-593-2792 Lhacker@jcfcleve.org
Jessie Bruder 216-593-2869 jbruder@jcfcleve.org

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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.