Endowments

An endowment is a fund that may support a charitable organization or cause in perpetuity.

How it works

You can establish an endowment by making a donation of cash, securities, life insurance, or other property now, or later with a gift through your will, trust or retirement account. You choose the name of the endowment and which charity or program it will support. The Foundation carefully invests the fund, and each year a percentage of the fund balance is distributed.

Why choose an endowment?

Endowments are funds that can support specific causes that are important to you like an agency, synagogue, school or program. Because only a percentage of the fund balance is given away, endowments enable you to extend your giving in perpetuity. Contributions to an endowment qualify for charitable income tax deductions and may reduce gift or estate taxes. You and others, if you desire, can make additional gifts after the endowment is established. Endowments can be named after yourself or in honor of someone you care about. Either way, it serves as a continuous source of support and a permanent statement of your values.

Read Alan and Rita Marcuvitz’s story

Annual Campaign Endowment

You may consider endowing your gift to the Milwaukee Jewish Federation’s Annual Campaign, ensuring that your annual investment in our community will continue forever. Many women choose to endow their annual Lion of Judah gift of $5,000 or more. A Lion of Judah Endowment (LOJE) begins with a gift of $100,000.

 

 

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