05/27/2020
Act Now For Favorable Charitable Gift Annuity Rates!
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A charitable gift annuity (CGA) with the Jewish Federation of Cleveland enables you to support your community and receive income for life. With this type of gift, you can feel secure knowing you will receive stable payments for as long as you live.
If you establish a CGA by June 30, the annuity payout rates will be an estimated 0.3% to 0.5% higher than they will be beginning July 1.
You may also qualify for additional tax advantages depending on your circumstances, including:
- A partial income tax charitable deduction, if you itemize
- Income-tax-free portions of each payment throughout your estimated life expectancy
- Capital gains tax savings on appreciated property you donate
We would be happy to send you a no-obligation illustration showing how a CGA could work for you.
For more information, contact Matthew A. Kaliff at mkaliff@jcfcleve.org.
Thank you for your support of the Jewish Federation and our community!
The Jewish Federation of Cleveland (license # CH22328) is registered to solicit charitable donations within Florida and provides disclosure as required by Chapter 496 of the Florida Solicitation of Contributions Act as follows:
“A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE OR BY VISITING WWW.800HELPFLA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE.”
