Endowment and Planned Giving speaks to the “securing tomorrow” aspect of our business. JEWISHcolorado, through a diverse array of planned giving vehicles, enables donors to effectively manage their annual giving, engage multiple generations in philanthropy, and create permanent gifts (during their lifetime or as part of their overall financial and/or estate plan) to help Jewish life continue to thrive for generations to come. JEWISHcolorado currently houses $65 million in total assets under management and anticipated gifts. These assets are made up of the following:
- Donor Advised Funds
- Agency/Synagogue Endowments
- Charitable Trusts
- Charitable Gift Annuities
- Restricted Program Endowments
- Real Estate
- Other Anticipated Gifts
Planned Giving is complex and often requires more preparation, negotiation and counsel than other donation options. This type of philanthropic planning is a proactive affirmation of a donor’s values and legacy. Because of our decades of work in this area, JEWISHcolorado is uniquely positioned to work with donors and their professional advisors to create gifts that both reflect their values and make a direct and lasting impact on Jewish life in Colorado, Israel and throughout the Jewish world.
For more information about Endowments and Planned Giving, contact Dirk Bird at DBird@JEWISHcolorado.org or 303.316.6448.