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Thank you to our Premier Charter Sponsors:

Welcome to the Jewish Reconstructionist Federation
Planned Giving Website

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,

Dan Cedarbaum
JRF Director of Planned Giving

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.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

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 >>.

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 >>.

Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.

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.

Dan Cedarbaum
Director of Planned Giving

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 CILs, 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 dcedarbaum@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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