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Ways to Make A Difference

Our legacy donors are the lifeline of this community. Because of their vision, we are in a position of strength today. As community dynamics shift, we are prepared for whatever is ahead of us. We are able to weather the ups and downs of the economy without compromising services to those in need. We are able to support innovation in programming to reach more people and offer help when and where it is required. When there is crisis, we are able to respond locally and globally. If you have already made the Federation part of your estate plan, or would like more information on how to do so, please get in touch. We look forward to talking with you.

  • Charitable Bequest
    Charitable Bequest
    Meet Stanley Blum
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  • Charitable Gift Annuity
    Charitable Gift Annuity
    Meet the Moore's
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  • Donor Advised Funds
    Donor Advised Funds
    Meet Jane Busch
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  • Multi-Generational Giving
    Multi-Generational Giving
    Meet the Zelman's
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  • Supporting Foundations
    Supporting Foundations
    Meet the Reitman's
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  • Lion of Judah Endowment
    Lion of Judah Endowment
    Meet Peggy Garson
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  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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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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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
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.