Selling a Business

Selling a Business

Ellen, a successful entrepreneur, was thinking about selling her real estate business. A couple of firms had shown interest in buying Ellen’s C-Corp, but the deal wasn’t complete and terms were still being negotiated. Ellen knew that because she’s built her business from basically nothing over the course of her career, she’d be facing a large capital gains tax when the sale was complete.

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The Foundation Charitable Gift Annuity

We’ll pay you to be a philanthropist. Philanthropy for your community. High returns for you. With a Foundation Charitable Gift Annuity you can receive guaranteed income for life, partly tax-free, at payout rates much higher than current CDs or stock dividends. At the same time, your investment of $5,000 or more gives you the personal…

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Legacy Funds

Legacy Funds

A Legacy Fund perpetuates a commitment in your name to the Jewish Federation’s Annual Campaign. Legacy Funds ensure the future vitality of our Jewish community both locally and overseas.

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Retirement Plan Assets

Retirement Plan Assets

RETIREMENT PLAN ASSETS including corporate pension and profit-sharing plans, Keogh plans, 401(k) plans, 403(b) plans, and Individual Retirement Accounts (IRAs) may be used to create or to add to an endowment fund in the Jewish Community Foundation.

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Scholarship Funds

Scholarship Funds

A Scholarship Fund provides scholarships to local Jewish students enrolled in an accredited institution of higher education with the goal of providing financial support to as many deserving students in our community as possible.

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