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Peace of Mind Gift Annuity

Peace of Mind Gift Annuity
Many years ago, Merle bought a home that she absolutely adores. In fact, she was so pleased with it that she decided to buy shares in the company that built and sold it to her. Over the years, the stock has increased in value many times over.

Merle: Purchasing this stock was a good investment . . . just like my home. I enjoy living here and thought others must like their homes as much as I like mine. So, as a happy homeowner, I purchased shares of stock in the homebuilder.

The stock appreciated considerably in value, but I became tired of guessing the market. In the last few years, the stock value fluctuated, and I thought it would be much better to have a good fixed return and stop worrying about the stock market's volatility.

I established a gift annuity with my local Jewish Community Foundation and have been delighted with it. I saved over $15,000 in income taxes in the year I established the gift annuity, and I receive a guaranteed annual return of 6.4% paid quarterly during my lifetime. This plan has been great. Best of all, I no longer have to watch the markets go up and down. I now have peace of mind.

*Please note: The name and image above are representative of a typical donor and may or may not be an actual donor to The Jewish Federations of North America, a Jewish Federation or a Jewish Community Foundation. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.

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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.