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Planned Giving

Celebrate Your Heritage with a Legacy Gift

Contribute to the future of JewishGen by planning for a special kind of gift.  A planned gift creates a meaningful personal legacy at JewishGen, while securing the future of this important organization and its mission.

There are many ways to include JewishGen in your charitable giving and estate planning:

    • Bequest
      One of the easiest and most important ways to support JewishGen's future is by naming JewishGen a beneficiary in your will.  This may be made with a specific dollar amount, asset, or percentage of your estate. Please let us know if you have made a provision for JewishGen in your estate plans, so that we may honor you on JewishGen's Tree of Life Society. To submit a no-obligation "Letter of Intent" please Click Here .

    • Charitable Gift Annuity
      A charitable gift annuity is an agreement between you and JewishGen that provides you with regular fixed payments for life in exchange for transferring assets to JewishGen.  You may be eligible to receive significant income tax benefits, and a portion of your annuity payments may be tax-free.  Minimum gift of $10,000 is required.

    • Retirement Plans and Beneficiary Designations
      Retirement (i.e., IRA), life insurance, and real estate assets may all be donated to JewishGen.  Making a gift in this manner can mean significant tax advantages for your estate and your heirs.

    • IRA Rollover Provision
      In past years, friends of JewishGen who were 70½ or older were permitted to use their IRAs to make a gift of up to $100,000 to JewishGen without reporting the withdrawal as taxable income.  We will update this page with information for 2015 as it becomes available.

    Each gift makes a difference.  Together with your own financial planners, let us help you create a legacy to meet your unique financial, tax, and estate planning goals while ensuring that JewishGen’s mission of “preserving our history for future generations” continues. Donors who contribute through a planned gift or notify us that they have made a provision for JewishGen in their estate plans are honored and recognized as members of JewishGen's Tree of Life Society.

    For more information, please contact Avraham Groll, Senior Director of Business Operations, at 646-437-4326 or via email.

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