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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

  • Bequests
    Naomi and Chaim have been faithful supporters of their community's Jewish Federation. They believe it is important to support and encourage the Federation's mission.
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  • Tax-Free Sale
    Molly and Phil were both 55 when they purchased some development land outside of town, and they thought it would be a good investment that they could sell later.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician, Elana was ready to retire.
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  • Capital Gains Tax Bypassed
    Ben and Michelle were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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  • Peace of Mind Gift Annuity
    Many years ago, Merle bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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  • Sale and Unitrust
    Joe and Renée purchased stock in a small medical service company several years ago. Now, they are looking for a way to save taxes.
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  • The Retirement Unitrust
    Francie grew up on a large family estate just outside the city. When her parents passed away, she inherited the land. Now, several developers would like to build homes on it.
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  • Property Turns Into Income
    Rachel lived in the family home where she and her spouse had raised their children. After her spouse passed, Rachel found it increasingly difficult to care for her home.
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  • Flexible Deferred Gift Annuity
    Eddie is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Part Gift and Part Sale
    Susan and Sol bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    David and Sharon focus their attention on gift giving as Chanukah approaches each year.
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  • A Bequest to Further Good Work
    Nancy and Michael were dedicated volunteers at their local Federation. Over the years, they had seen many individuals impacted by its good work.
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  • Deferred Gift Annuity
    Several years ago Neal and Betsy invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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  • A Bequest to Save Taxes
    Margot was a widow who had a great love for the Jewish Federation, as an individual who had directly benefited from the Federation's work.
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  • Leading for the Future
    Fred and Abby spent many years volunteering and supporting the Jewish Federation in their community. They wanted to give back in a way that would help fulfill its mission.
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  • Give It Twice Trust
    While visiting the Wills Planner on our website, Osna, a surviving spouse, came across the idea of a Give It Twice Trust.
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  • Providing for Our Children's Future
    Tamar and Irwin worked for years building their nest egg for retirement. They also want to provide for their children.
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Any tax consequences described on this page are based on U.S. federal tax law. Charitable deductions from state and local taxes or from Canadian and provincial taxes may not be available to the same extent as from U.S. federal taxes. The Jewish Federations of North America (JFNA) does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel. You may read JFNA's charitable solicitation disclosure statement here and important information about endowment gifts and bequests to JFNA here.