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Thank you to our Premier Charter Sponsors:

Welcome to the Jewish Reconstructionist Federation
Planned Giving

Welcome to The Jewish Reconstructionist Federation (JRF) Interactive Planned Giving Website. We hope you will use this site to explore opportunities for understanding the benefits of, and find tools for including your congregation and the Reconstructionist movement in financial and estate planning. This website is being provided by JRF as a service to Reconstructionist congregations as we partner together to establish endowment funds to strengthen our communities and the movement at large.
This project has been made possible through a partnership with congregations interested in promoting planned giving and endowment. Links to Premiere Charter Sponsors can be found on this website, a list and links to all Premiere, Charter, and Associated Sponsors appear on the http://jrf.org/development (where you can learn more about the benefits of partnership and Sponsorship). Aside from these formal acknowledgments, I offer my personal thanks to all the individuals and congregations who have partnered or otherwise assisted in this endeavor.

Sincerely,

Jennifer Glowacki
JRF Planned Giving Officer

P.S. This site provides eNewsletters as a service to those interested in learning more about planned giving. If you are a professional advisor or estate planner, you are invited to sign up for the eNewsletter for professionals, which will be sent out weekly. Beginning with the official debut of this site in the Fall, a monthly eNewsletter will be sent to movement leadership and those who sign up. So consider signing up for one of our eNewsletters and if you know someone who may be interested, let them know about our site and offerings!

Featured Story of the Month

A Memorial Scholarship
Early in the 1960s, Art and Anita Rotman and a number of friends founded The Reconstructionist Synagogue of Montreal, Canada. More on A Memorial Scholarship >>.

Benefits for Family and the Jewish Reconstructionist Federation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Jewish Reconstructionist Federation. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.

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 Reconstructionist Federation 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.

Jennifer Glowacki
Planned Giving Officer

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

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 jglowacki@jrf.org.

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

Featured Story of the Month

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