Planned Giving Home

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.

Wills Guide

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IRA Gift Video

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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.

Sell Property Tax Free and Receive Income for Life
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Sell Property Tax Free and Receive Income for Life >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

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.

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.