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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 Further Good Work
Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

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 >>.

Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.

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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