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Your Charitable Giving Action Plan – 

2017 Annual Fund and Tax Planning

Consider a gift to our Annual Fund and enjoy specific tax saving benefits.

The impact of your gift.

Private generosity makes a critical difference, enabling Jewish Senior


 to sustain the community and serve our

mission. Your investment allows Jewish Senior


to seek innovative options, helping our elders live meaningful

lives with dignity.

Please join us to support resident meaningful life with an annual gift to the Foundation.

Please think about your personal commitment and about helping us in this important work. Contact

Tammy Cohen


CFRE, Senior Director of Major Gifts and Planned Giving, with any questions or to learn more about specific

strategies, by email at

or by phone



Make an outright gift to Jewish Senior



Your annual gift to the Jewish Senior


Annual Fund provides an essential bridge between private and government

revenues and the full cost of delivering the programs and services that create meaningful lives.

Every gift to the Annual Fund makes a difference, no matter the size. Last year, more than 1,400 donors collectively

gave more than $400,000 to the Annual Fund. It would take close to an additional $8 million in endowment to

generate the same level of funding for resident programming in a single year.

Make your gift of cash online, mail or by phone. Consider a leadership gift of $500 or more and be recognized

in the Golden Alliance.

Request a distribution from your qualified donor advised fund or charitable checking account.

Learn if your employer will match your financial gift.

Take advantage of a qualifed IRA rollover distribution.

If you are 70-


, you may rollover up to $100,000 from an IRA directly to Jewish Senior



The rollover may count against your required minimum distribution. The transfer does not generate taxable

income, and you pay no federal income tax on the amount that has been transferred.

Consider donating your appreciated stock.

You may receive a charitable income tax deduction and pay no capital gains tax if your gift is made with

appreciated stock held for more than one year.

Donating appreciated stock to make an annual gift, pay a campaign pledge or create a permanently endowed fund

is an excellent way to maximize tax savings and execute your philanthropic goals.

Please let us know in advance if you plan to transfer stock so that we may monitor the transaction and let you

know when it has been executed.

Join the Jewish Senior


Legacy Society today to ensure a meaningful life for 

all residents in the future.

Designate the Foundation in your estate plan. Make a specific bequest by designating an amount or a

percentage of your estate that you would like transferred for the benefit of the Jewish Senior



Name the Foundation as a beneficiary of an IRA, life insurance policy, or other financial asset.

Consider a charitable gift annuity, charitable remainder annuity trust or other planned giving vehicle.

As always, speak with your professional advisor before making a planned gift to Jewish Senior