Case Studies

Life Insurance

Insurance Program

Did you know… The Jewish Community Foundation has an insurance program that pays half of all premiums for policies that create permanent endowments for the Annual Campaign or for the Jewish Community Foundation’s Unrestricted Fund? Here’s an example: We met with a couple, both age 59, that wanted to endow their $5,000 commitment to the…
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Charitable Gift Annuities

Charitable Gift Annuity

Did you know… A charitable gift annuity can provide you with tax-advantaged income far greater than CDs, stock dividends or bonds. Not only that, but they generate an immediate charitable income tax deduction upon creation. Here’s an example: An 80-year-old woman acquired a stock many years ago for $1,000. The stock had grown in value…
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Donor Advised Funds

Donor Advised Fund

Did you know… A donor advised fund at the Jewish Community Foundation can be used to avoid capital gains on appreciated assets and support Jewish and non-Jewish causes that you care about? Here’s an example: One example of how a donor used a donor advised fund to maximize the benefit of charitable giving involved the…
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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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