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Create Your Legacy

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Welcome to Richmond Jewish Foundation
Planned Giving

Shalom! Thank you for your interest in Richmond Jewish Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Foundation who now are benefiting from life income gifts, gift annuities and other Tzedakah (justice/charity) plans. Thank you for taking the time to explore the benefits of gift planning to create your Jewish legacy.

Benefits for Family and Richmond Jewish Foundation

There are several types of plans to create a Jewish legacy. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Tax-Free Sale
Gene and Carol Goldberg were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Bequest To Fund Endowment
Recently Stewart and Sandy saw their lawyer to arrange for a gift from their eventual estate to Richmond Jewish Foundation. After their lives a permanent endowment fund will be created at Richmond Jewish Foundation. More on Bequest To Fund Endowment >>.

IRA Gift For Endowment
Muriel lives in Richmond and came here from Connecticut. She okayed a distribution from her IRA directly to Richmond Jewish Foundation. This gift funded an endowment to benefit two causes. More on IRA Gift For Endowment >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Dan Weintraub
Executive Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact dweintraub@rjfoundation.net.

If you are a professional advisor, you may take the following steps on this site.