Legacy Giving

Be a Part of the Jewish Future: Create a Lasting Personal Legacy

Choose the Seattle Jewish Community Endowment Fund with the Jewish Federation of Greater Seattle as your charitable partner to achieve important financial goals while giving voice to your highest values and priorities. We support you and your family in fulfilling your passions and long-term charitable, Jewish objectives, bringing you funding opportunities in our Jewish community.

The Seattle Jewish Community Endowment Fund manages and administers charitable funds issuing grants in the amount of 5 million dollars in 2009. With fund assets in excess of $40 million, the Seattle Jewish Community Endowment Fund of the Jewish Federation of Greater Seattle is a major resource for grant making in our Jewish community.

Created to help the entire Jewish community reach its philnathropic goals from generation to generation, the Endowment Fund meets emergency needs, funds innovative projects, and provides ongoing support to organizations and programs around the world. The Endowment Fund leverages resources to build constructive, sustainable change for the Jewish people and the world.

To create a lasting personal legacy, please contact our Planned Giving Director, Janet Rose at 206 774-2225 or JanetR@JewishInSeattle.org. We would be happy to work with your tax and financial advisors.

Ways to Make Difference

Make a Charitable Bequest in Your Will

A bequest is a smart way to make a gift given the economic times – one larger than you might have thought possible. By designating a specific sum or a percentage of your estate, you can make a major difference, even if you can’t commit any assets today. Your bequest to the Jewish Federation of Greater Seattle will help shape the future of the Jewish community. Hold on to your assets during your lifetime, then use your will to dedicate a specific asset, percentage of your estate or fixed dollar amount to create a lasting personal legacy. See more about types of bequests and sample bequest language.

Start a Donor Advised Fund

Like a charitable “savings account,” these funds allow you to set aside tax-deductible dollars now and have tax-free investment growth for future philanthropy. Charitable grants and additional contributions can be made at any time based on your financial and charitable goals.

Perpetuate Your Annual Campaign Gift

When you endow your annual gift, you guarantee your gift to the Jewish Federation’s Community Campaign. Each year, those in our community and around the world who depend on our support will be grateful to those who had the foresight to endow their annual gifts.

Give a Gift of Appreciated Stocks or Real Estate

Benefit from a tax deduction on the current market value of appreciated stocks or assets and avoid capital gains tax. See the results of your charitable dollars now, during your lifetime.

Establish a Charitable Remainder Trust

Generate a guaranteed, current income stream to support college education, retirement or other purposes, with the remainder ultimately supporting the Jewish Federation of Greater Seattle. Realize a tax deduction now.

Create a Charitable Lead Trust

Contribute the current income to charity from assets which ultimately will be transferred to your heirs.

Purchase a Life Insurance Policy

Fund a substantial future endowment at modest current costs. Deduct the cash surrender value of existing policies along with current and future premiums.

Endowment Management

The Jewish Federation is governed by an independent Board of Directors whose members uphold the highest ethical standards of personal philanthropy and community responsibility. Our Investment Committee and external consultants keep our investments highly diversified and well-monitored. Guided by an experienced and responsive professional staff, the Jewish Federation is uniquely equipped to help you find the right formula for meeting your financial needs while expressing your most valued charitable priorities. We work with you and your advisors to meet your philanthropic goals.

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Philanthropy