Create A Jewish Legacy and Endowment

Create a Jewish Legacy

Jewish tradition teaches that one of our key responsibilities is to make the world a better place for future generations. Chances are you already donate generously to the Jewish charitable organizations of your choice. But have you considered including those organizations in your will, so you can continue to make a difference for generations to come?

Your legacy can feed the hungry, care for our elderly, and educate our children. It can strengthen Jewish identity, preserve our culture and heritage, and protect the State of Israel. Now you can make a difference. Your bequest or other planned gift to endow the organizations you care deeply about will keep our Jewish community strong for generations. It's a reflection of your love of family, community and sacred Jewish values.

Dozens of Dallas area Jewish agencies, synagogues, and other organizations have partnered with the Dallas Jewish Community Foundation to encourage legacy gifts that will sustain our Jewish community for future generations.


Options include:

  • A simple bequest in will or trust
  • An outright gift using appreciated assets or cash
  • An IRA or pension plan
  • A life insurance policy
  • A charitable gift annuity
  • A charitable remainder trust



Your legacy gift of any size can be structured to fit your lifestyle, goals, family and financial needs. A legacy gift is a simple and meaningful way to help guarantee a strong Jewish community for generations to come.


Establish Endowments

Your commitment to the community is evidenced by your actions - your volunteer hours, responsibilities you assume, and traditions and values you convey directly and indirectly. An endowment fund expresses your charitable passions. It transmits your current commitments to the next generation and generations to come by telling the story of what matters most to you.

An endowment fund provides an ongoing source of income to a named organization, or to a charitable purpose such as education, health care or the arts. Dallas Jewish Community Foundation staff members are here to help you assess and define your long-term vision and to incorporate your wishes into a customized fund document outlining a viable plan. The goal is to protect the fund's principal while perpetuating your commitment, and maximizing personal financial and estate planning benefits.


Frequently Used Vehicles to Fund an Endowment

  • An outright gift. This is the easiest way to create an endowment, using cash or appreciated assets such as stocks, bonds or real estate.
  • A life insurance policy. The reasonable cost and tax benefit make this particularly appealing for younger donors. Premiums may be tax-deductible.
  • A donor advised fund or supporting foundation. Donors may recommend annual transfers or dedicate the remainder of a fund or supporting foundation.
  • An IRA or pension fund. IRS guidelines regarding taxation of distributions of IRA assets make these assets ideal for transfer to a charity or qualified charitable trust. A portion of these funds can be used to create an endowment as part of a financial or estate plan.
  • A charitable income plan, charitable remainder trust or charitable gift annuity. Receive life income payments with tax benefits. The remainder may be contributed to an endowment fund.
  • A simple bequest in a will or trust.

 

Dallas Jewish Community Foundation
Byrna & Joe Funk Family Philanthropy Center
One Hillcrest Green
12700 Hillcrest Road, Suite 201
Dallas, Texas 75230

E-mail: info@djcf.org
Phone: (214) 615-9351
Fax: (214) 363-5942

Directions to our office