Deciding how to give

 

We pride ourselves on our flexibility and skill in developing custom solutions to fit your philanthropic requirements. Here are just a few of the many philanthropic vehicles to consider in creating your legacy:


Gifts of Cash, Securities and In-Kind Gifts
Cash gifts may be made outright or pledged over a number of years and can be claimed as a tax credit. Gifts of securities, bonds or real estate may be made to the Foundation, and a tax receipt will be issued for an amount up to the fair market value of the gift at the time of the donation. For gifts of appreciated securities, the capital gains tax has been completely eliminated so you enjoy considerable tax savings.

 

Life Insurance
Gifts of life insurance allow you to provide for a larger legacy tomorrow by making a manageable commitment today. For a modest annual premium, you can establish a fund with a life insurance policy by assigning an existing policy to the Foundation, or by purchasing a new policy and naming the Foundation as its beneficiary. Both methods offer substantial tax benefits and all premiums are tax-receiptable. You can arrange for the proceeds of the policy to support your favourite charity or field of interest or you can direct the funds to perpetuate your gift to the Federation Annual Campaign.

 

Bequests
A bequest – such as a sum of money, a percentage of your estate or a designated asset – bestows a deferred gift through your will to an endowment, and can provide valuable tax savings to your estate.

You don't need to be a big macher  to leave a lasting Jewish legacy.