Income for Life

A charitable gift annuity is a contract between you and your federation foundation that provides you and/or another person with an income for life. In exchange for your irrevocable transfer of cash or marketable securities, you or the beneficiary will be paid a fixed sum each year for life.

At the expiration of benefits, you have left a permanent legacy as a link to our people's continuous tradition of tzedakah and klal Yisrael.

What are the benefits to you?

  • Income stream of fixed annual amount
  • Tax deduction for the gift portion
  • Can be used to establish an unrestricted gift or a designated gift
  • Assets can be used by your federation endowment fund after your lifetime
  • Simple giving instrument

For more information about how a charitable gift annuity can work for you, your family, and your community, call Howard Borer, endowment director at 508-756-1543 or email

Disclaimer: Jewish Communities Planned Giving and Endowment does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.