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Meet Your Planning Goals with Planned Giving

Jewish National Fund's award-winning Planned Giving Department helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn what types of assets make the best gifts, and how to make a gift that provides tax benefits and even life income.

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Planned Gifts Calculator

Gift Calculator

Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale. We hope you enjoy these presentations!

  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.
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  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.
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  • Sale and Unitrust
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.
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  • Unitrust
    Enjoy increased income with tax free sale plus charitable tax deduction.
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  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.
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