Other Ways To Give

Individual Retirement Account (IRA) or Qualified Pension Plan

Making the Jewish Community Foundation of Greater Mercer the beneficiary of an Individual Retirement Account (IRA) or Qualified Pension Plan is a wonderful way to leave a legacy.

By arranging now to give your pension plan assets or IRAs to fund charity, you can reduce your federal and state death tax and help your beneficiaries avoid federal and state income tax.

Life Insurance Policy

A relatively inexpensive way to leave a generous endowment is to name the Foundation as the owner and beneficiary (or contingent beneficiary) of a fully funded life insurance policy.

If the Jewish Community Foundation of Greater Mercer is named as owner and beneficiary of a current policy, and you continue to pay the premiums — you can claim income tax deductions for those premiums.

Unrestricted Gift to the Foundation

An outright, unrestricted gift to the Foundation of cash or appreciated assets supports the ongoing operating expenses of the Foundation and allows us to keep abreast of community needs. Gifts can be made in honor or in memory of a loved one.

To learn more about these options, please contact Linda Meisel, Interim Executive Director or call (609) 219-0555.