Planned Giving Home

Welcome to Jewish Federation of Greater Atlanta
Planned Giving
Thank you for your interest in creating your legacy through the Jewish Federation of Greater Atlanta. Our hope is to serve you and your family with helpful information, and to work with you to ensure that your wish becomes a reality.

Aside from the emotional benefits of a planned gift, there are also many practical reasons to leave a legacy in the form of life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning for both yourself and the community.

Benefits for Family and Jewish Federation of Greater Atlanta

Every planned gift has a story behind it. Who created it. Why it was created. What legacy the donor hopes to leave.

The gifts also have different plans behind them. Is it a Donor Advised Fund? A bequest? A Charitable Gift Annuity? Which option makes the most sense for you?

These stories from fellow Federation donors and Atlantans are bound to help you as you learn more about Planned Giving.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.

Bequests
Joe and Anna have been faithful supporters of Jewish Federation of Greater Atlanta. They believe it is important to support and encourage their mission. More on Bequests >>.

Bequesting Perpetual Annual Campign Gift (PACE)
According to Marilyn and Josh Shubin, the Jewish values of giving tzedekah (charity) and l'dor vador (passing traditions from one generation to the next) have always been central to their lives. More on Bequesting Perpetual Annual Campign Gift (PACE) >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
Phyllis Silverstein Director of Planned Giving & Endowment	Miriam Friedman Planned Giving & Endowment Development Manager

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact plannedgiving@jfga.org.

If you are a professional advisor, you may take the following steps on this site.