|
|
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
| Personal Planner | Integrity and Initiative
Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ... |
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.
 | Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>. |
 | Major IRA Gift Tom is a retired CIL. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
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.
JRF Privacy Statement
|
© Copyright 1999-2010 Crescendo Interactive, Inc.
|
|