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

The Harold Levine Endowment Program

 

The Harold Levine Endowment Program of the Jewish Federation of Greater Orange County currently has 65 Endowments with a principle of over $5,000,000.00. 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.