There are easy and tax-favored ways to provide for the future needs of our local and worldwide Jewish community. You can:

• Make a charitable bequest of any amount in your will or living trust
• Name Jewish Federation of Madison as a beneficiary of your life insurance policy
• Name Jewish Federation of Madison as a beneficiary of all or a portion of your retirement plan
• Establish a named endowment fund with $10,000 or more
• Set up a deferred or immediate charitable gift annuity with $5,000 or more

Your gift will enrich our community’s future, as well as be there to help those facing hardship here at home and around the world.

Locally, your gift will allow Jewish Federation of Madison to continue to help support the essential services provided by the Hilde L. Mosse Gan HaYeled Preschool, Camp Shalom, Jewish Social Services, the UW Hillel, Midrasha Hebrew High School, and the Irwin A. and Robert D. Goodman Jewish Community Campus.

Internationally, your gift will help provide rescue, relief, and development programs and services to Jewish communities in need in 60 countries, including Israel, the Former Soviet Union, Latin America, and Central and Eastern Europe. A portion of your gift will also be dedicated to providing non-sectarian aid to overseas communities in times of crisis.

And depending on what type of gift you make, you may have the option of designating your funds for a specific program or purpose.

For more information about making a planned gift, please contact Dina Weinbach, Interim Executive Director, 278-1808, dina@jewishmadison.org.

For complete information about charitable giving and advice specific to your situation, please consult a tax advisor or an estate planning attorney.

An estate planning attorney can also help you determine if charitable gifts beyond those explained in this brochure are appropriate for you, such as charitable trusts, gifts of life insurance, and donor advised funds.

If you plan to include Jewish Federation of Madison in your estate plan, please let us know so we can consider your gift in our long-range planning. We’d also like to thank you for your generosity, and if you permit us, to publicly recognize your gift. If you prefer to remain anonymous, we’ll of course keep your gift completely confidential.

Jewish Federation of Madison does not provide tax or legal advice and the information herein is not intended as legal, tax, or investment advice. Please contact a tax advisor or an estate planning attorney for information specific to your situation.