Endowments

Arrange a confidential meeting to make a charitable gift as part of your estate plan. Call the Federation office 845-562-7860 for more information.

Call our office for Charitable Gift Options

Gifts of Stocks and Bonds

Gifts of Retirement Assets

Gifts of Cash

Gift of Insurance

Call our office for Life Income Plans

Bequest

Charitable Gift Annuity

Charitable Annuity Trust

Charitable Lead Trust

IRA Rollover

Call our office for Alternatives

Donor Advised Funds

Names Endowment Funds

Supporting Foundations

We are pleased to provide you with a few background stories about our Named Endowments, which can be found here.

The Harold Levine Endowment Program

The Harold Levine Endowment Program of the Jewish Federation of Greater Orange County currently has 40+ Endowments with a principle of over $3,000,000.00. These funds can be established with any amount of money. The interest is reinvested in these funds until they reach a corpus of $5,000, at which time distributions can be made to named charities.

All endowment funds must designate a minimum of 30% of the interest earned to the Jewish Federation Annual Campaign.