Ezra Charitable Gift Annuity
A Gift That Gives Back
Ezra Charitable Gift Annuities enable the donor to make a meaningful gift, receive a fixed income stream for life and derive significant income tax benefits.
Ezra the Scribe was known for his commitment to rebuilding the Temple. An Ezra Charitable Gift Annuity can enable you to help build our Jewish community.
As an Ezra donor, you can balance your individual financial needs with your charitable interests. The payment may continue after the donor's death to a surviving spouse. In addition to the charitable income tax deduction realized in the year the gift is made, and the cash savings from the tax deduction, a portion of the annuity payment is generally tax-free, since a portion of the income constitutes a return of principal.
An Ezra Annuity not only benefits the annuitants (which could be the donors themselves) while they are living, but also allows the donors to leave a legacy. Upon the death of the annuitants, the remaining amount of the annuity is gifted to the Foundation and it may establish a permanent fund to benefit an affiliated Jewish charity of the donor's choice.