Planned Giving and Endowment

 

Our vision is to build a strong financial base for the Indianapolis Jewish community of today and tomorrow. For over a century individuals and families have shared in this dream to have permanent financial resources to meet the current and future needs of the Jewish community.

 

 

In the early days of the Federation, bequests were the primary types of gifts to create permanent endowment funds. Today, giving is more strategic and participatory; reflecting donors values and dreams. A planned gift to create a Jewish legacy sustains Jewish traditions and community.

 

In 2013, in excess of $3.8 million was distributed through our Endowment program. It is through partnering with the Federation’s Endowment program that both individual and communal Jewish legacies have been created.

 

Our Planned Giving and Endowment staff is here to help you plan your lasting Jewish legacy. Contact Katy Cantor, Chief Philanthropy Officer, Planned Giving and Endowment, at 317.715.9266 or kcantor@jfgi.org.

 

Helpful Links:

● Types of Planned Giving and Endowment

Donor Advised Fund Recommendation Form

Family Philanthropy

● Giving Tips

 IRA Charitable Rollover

 

You should, of course, consult your own legal, tax, or financial planner as to the applicability of any item to your own situation.

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