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Welcome to the
Jewish Federation of Cincinnati
Charitable Gift Planning
Welcome and thank you for your interest in the Jewish Federation of Cincinnati. Our hope is to serve you and your family with helpful information about Charitable Gift Planning and the many ways it can benefit you, your family, and the entire Jewish community.
An increasing number of friends of the Federation are enjoying a guarnteed high rate of income for the rest of their lives while safeguarding the future of our community. Thank you for taking the time to explore the many benefits of charitable gift planning and how you can support the Jewish community for generations to come.
Benefit Your Family and the Jewish Community
There are several ways to make a planned gift that will make a lasting difference. Many of these plans result in wonderful benefits for the gift-donors and their families. In several instances, the families in the stories* below have enjoyed increased income and or generous tax savings while leaving a lasting legacy. Please click on the picture to view each story.
* Based on actual cases. The pictures and names may not represent the individuals involved with the original story.
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Jewish Federation of Cincinnati shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Jim Friedman
Director of Planned Giving & Endowments |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jfriedman@jfedcin.org.
If you are a professional advisor, you may take the following steps on this site.
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A smile crossed Bob's face as he stepped onto the sand. A fold-up chair was under one arm, along with his newspaper. He carried an umbrella and a beach towel on the other side. The brim of his hat just cleared the top of his sunglasses. 
