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Today’s Jewish women can perpetuate their own names and their commitment to Jewish continuity by establishing a Lion of Judah Endowment (LOJE), a fund that permanently endows a woman’s annual Lion gift to the Jewish Federation of South Palm Beach County (JFSPBC).

Why should I establish a LOJE?

LOJE funds will make sure your Lion gift is in place in perpetuity to strengthen the Jewish community by providing vital dollars to meet needs of our Jewish family at home, in Israel and all across the world. By providing a permanent endowment through LOJE, you will help the JFSPBC prepare both for the needs we can anticipate and for unexpected occurrences.

How do I establish a LOJE?

To establish a LOJE, you endow a gift of at least $100,000 to the Jacobson Jewish Community Foundation. Your LOJE fund can be created using various types of assets, including cash and stocks. We will invest your gift to maximize its value, thereby ensuring that the income produced funds an Annual Campaign gift in your name of at least $5,000. Meanwhile, the principal remains intact as a permanent resource for the Jewish community.

How do I benefit from a LOJE?

In addition to receiving an immediate income tax deduction* for your endowment (and a subsequent deduction for any year that you add to your LOJE), Lion of Judah Endowment donors enjoy an elite camaraderie and proudly wear the attractive Lion pin with the addition of a flame that announces to the Jewish world that they have taken action to ensure Jewish continuity and survival.

What are my endowment options?

You may make an outright gift of cash or appreciated securities, or take advantage of the tax benefits* and convenience of one of the following:

  • A simple bequest in your will or trust.
  • A life insurance policy naming the Jewish Federation of South Palm Beach County as owner and beneficiary.
  • IRA Assets

* Depending on your particular circumstances.


CONTACT INFORMATION

Cathrine Fischer Schwartz, CFRE, Senior Vice President, Jacobson Jewish Community Foundation
561.852.3120 | CathrineS@bocafed.org