Jewish Foundation for Group Homes, A Non-Profit Organization in Rockville, Maryland

Planned Giving

Charitable Bequest

  • Provides permanent resources to the Jewish Foundation for Group Homes
  • Established in your will or trust
  • May be made in any amount — no matter how large or small
  • Provides a tax deduction for your estate
  • Your name can be permanently memorialized

You can specify that an amount, a percent or a specific asset be given through your will or trust. You can choose specific program of JFGH to benefit from your generosity. Or, you can allow the Jewish Foundation for Group Homes Board make decisions about the areas of greatest need.

You may choose to make a gift of cash, securities, or other property — and your estate will receive a tax deduction in the amount of your charitable bequest. If you have already drafted your will, your attorney can help you arrange a charitable bequest with a simple amendment, or codicil. There’s no limit on the amount you may set aside from your estate — you may make a gift as large or as small as you’d like.

 

Charitable Gift Annuity

  • Provides income today for you, you and your spouse, or for a loved one
  • Guarantees a reliable, steady stream of income for your lifetime
  • Provides potential estate and income tax benefits
  • Enables donors younger than 55 to supplement their retirement income
  • Defers capital gains tax for gifts of appreciated assets

 

Key Donor Life Life Insurance Program

  • Provides permanent resources to the Jewish Foundation for Group Homes
  • Create a large endowment, even if you do not currently have the funds to do so
  • Allows premiums paid to the Jewish Foundation for Group Homes Endowment, Inc. as a tax-deductible charitable donation
  • Your name, or the name of a loved one, can be permanently memorialized

The Key Donor Life Insurance Program through the Jewish Foundation for Group Homes Endowment, Inc. is a special program that shares the cost of a new life insurance policy with you. The guidelines for this program, briefly, are as follows:

You and the Jewish Foundation for Group Homes Endowment, Inc. each pay half of the annual premium cost for four years. Thereafter, policy values pay all future premiums.

  • The contract can be individual life or survivorship life
  • For policies under $1 million, the proceeds may be designated either to the Jewish Foundation for Group Homes Endowment, Inc.’s general unrestricted fund or to perpetuate your annual gift to the Jewish Foundation for Group Homes.
  • For policies in excess of $1 million, you may designate the proceeds to a Jewish Foundation for Group Homes program of your choosing, subject to approval by the Trustees of the Jewish Foundation for Group Homes Endowment, Inc.

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