Planned Giving & Endowments Overview

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Whatever you envision for the future of the Jewish people, the power to achieve it is within your reach through the Jacobson Jewish Community Foundation (JJCF) of the Jewish Federation of South Palm Beach County.

With a trusted team of seasoned professionals – and an unsurpassed knowledge of the needs of our Jewish community – JJCF can help you create a personal legacy plan that reflects your unique passion for helping others while ensuring the continuity of Jewish life, programs and services in our community, Israel and throughout the world.

Just as generations before us invested in Jewish institutions to keep Judaism alive and strong, you have the opportunity to create your own personal legacy to ensure that your values live on and the collective vision of a thriving, vibrant Jewish future is fulfilled.

AN INVESTMENT IN COMMUNITY

Imagine one of the most densely populated Jewish communities outside of Israel with a 100-acre Jewish campus, the largest of its kind in the U.S. Imagine a Jewish Federation and Foundation at the hub, planning, convening and building a strong, caring Jewish community for today and tomorrow.

Imagine no further. It’s the Jewish community of South Palm Beach County.

Our community is still evolving with a wide range of opportunities and challenges, from one of the largest populations of seniors and frail Holocaust survivors to a burgeoning population of young Jewish families.

While Federations Annual Campaign serves as a lifeline for immediate needs, the Foundation is focused on the future – to make sure what we imagine becomes reality for generations to come. Its an investment worth making.

A PLAN AS UNIQUE AS YOU

Investing in your own personal philanthropic plan comes with many options and benefits. In addition to helping our Jewish community, a planned gift can benefit you and your loved ones. It also serves as a loving reminder to your children and succeeding generations of the values that are most important to you.

If you give during your lifetime, you may receive charitable income tax deductions. You can also create a fund to honor or remember a loved one, perpetuating your family name forever. One option is structuring your gift to provide your Jewish community with a contribution that can ensure that the community receives a gift on your behalf every year, through your lifetime and beyond.

You decide how your gift is to be used, either to provide unrestricted funds to help meet community needs now and in the future, or to designate permanent resources toward initiatives that are of particular interest to you and your family. It’s up to you.

YOUR TRUSTED PARTNER

When creating your legacy plan through JJCF, you can count on an experienced team of professionals uniquely qualified to advise you on the needs of the Jewish community and help you select the vehicle that best achieves your philanthropic goals – whether it is a permanent endowment fund, will, bequest, lifetime gift, trust or other planned giving program.

Whatever your age, goals or interests, there’s a planned giving option for you. You can start by reflecting on your Jewish passions and what is important to you. We look forward to helping you create your own personal legacy plan – and unlocking the power to change our Jewish future.


CONTACT INFORMATION

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