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.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Jewish Federation of Greater Atlanta shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

Property Turns Into Income
Miranda Jackson lived in the family home where she and her husband had raised their three children. After her husband passed away, Miranda found it increasingly difficult to care for her property. More on Property Turns Into Income >>.

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.