Planned Giving

Individuals and families often reflect on what they can do to make a positive difference in the “quality of life” of others. The Jewish Home offers many charitable gift-giving opportunities, and encourages members of the community to include the Jewish Home in their charitable gift planning. The following is a list of some of the most popular forms of charitable giving.

• Appreciated Stock: Gift of stock that has increased in value is a win-win-win situation. It provides a charitable gift to the Jewish Home, eliminates capital gains tax that would otherwise be applicable to the donor, and provides a charitable deduction to the donor. This type of gift can be as simple as an electronic transfer.
• Bequests: Remembering the Jewish Home in your will is a wonderful way to leave a lasting legacy. This gift demonstrates foresight in understanding how to help the Jewish Home guarantee delivery of vital programs and services in the future. A bequest can be unrestricted, allowing the Home to use the funds at its own discretion or can be directed by the donor to a specific program or endowment. Bequests can play an important role in estate planning.
• Cash Donations or its equivalent: The most popular form of charitable giving. This gift can be sent directly to the Home, for use it the Home’s general operating budget, or can be directed toward a specific project.
• Gift Annuities & Remainder Trusts: A gift of this type can be structured in a variety of ways, providing annual income to the donor, and also providing the satisfaction of knowing that the residual of the gift will ultimately benefit the Jewish Home.
• Life Insurance: This allows the donor to make a gift of assets that may no longer be needed, or that have “outlived” their original purpose. One can choose to use the “cash value” of a policy to fund a gift, or name the Jewish Home as the “beneficiary”, to receive all or a portion of the proceeds of the policy at death.
• Retirement Plans: If you have one or more retirement plans in your accumulated assets, or are over the age of 59 and find you have excess retirement funds, your IRA may be an appealing source for the funding of a charitable gift.

Contributions may be made through the Jewish Home Foundation. The Jewish Home Foundation is a not-for-profit, 501 (c)(3) organization. Contributions made to the Home are tax-deductible as permitted by law.

For further information about making a donation of any kind to the Jewish Home, contact Melanie Cohen, Vice President for Development at (201) 750-4231, or mcohen@jewishhomerockleigh.org.