What are the UJCVP Endowment Fund Options

Gifts of Cash – Establishing your fund within the UJC Endowment Fund using cash is as simple as writing a check.

Gifts of Stock – Donors enjoy a two-fold advantage in donating long-term appreciated assets: they avoid capital gains tax and receive a charitable tax deduction for the full fair market value of the asset.

Life Insurance Policy – Using a life insurance policy insures our Jewish future in a unique and meaningful way. This method can be very cost-effective, especially for the younger donor.

Retirement Plans – These can be powerful tools for endowing a charitable legacy to the community while avoiding heavy estate and income taxes.

Real Estate & Investment Properties – For some donors, gifts of real estate may be the most convenient way to make a meaningful gift as they continue to support the work of the UJC Endowment Fund.

Other Options – There are many other ways to make a gift of almost any size.

Would you like more information about the UJCVP Endowment Fund and how you can
help the community support many important programs through the Endowment?

Please call or email Sarah Barnett, Director, UJCVP Endowment Fund, 757-930-1422 Ext. #304 to discuss your needs and options.
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