Planned Giving

Through a charitable bequest in your last will and testament or living trust, you can ensure that The Jewish Pavilion will keep enriching the lives of our elders in the community. The impact of this one-time gift can continue the mission of The Jewish Pavilion while having little or no current financial effect on you. The Jewish Pavilion provides lifetime recognition to donors who include The Jewish Pavilion in their estate plan. Tell us your plan is in place and we will recognize you as a donor.

Naming The Jewish Pavilion to receive part or all of your appreciated securities, retirement plans, or insurance policies provides The Jewish Pavilion with immediate access to assets upon your death without probate and may provide your estate and loved ones with some tax benefits. Contact the financial institution or insurance company managing your assets about procedures to designate The Jewish Pavilion to receive some or all of these assets.

By investing a one-time contribution of cash, securities, or property to a charitable gift annuity, you and/or your loved ones can receive income during your lifetime while you receive immediate tax benefits. Upon your death, your gift continues to help The Jewish Pavilion’s mission for future generations. Because the gift is irrevocable, The Jewish Pavilion maintains control of the gift and is responsible for paying the income to you during your lifetime. This gift can help you save on income taxes and reduce or eliminate estate tax liability and probate expenses.

By transferring assets into a charitable remainder trust, you and loved ones can receive income from the trust during your lifetime and your loved ones’ lifetimes, and upon the death of all beneficiaries, The Jewish Pavilion will receive the assets remaining in the trust to continue its mission to enrich the lives of elders. The trust can be established by a one-time contribution held in an annuity with fixed payments to you, or can allow for additional contributions to the trust with variable payments to you.

Some companies offer matching gifts programs when employees give a donation to charity. Such a program can double your donation to The Jewish Pavilion. If you and your employer give matching gifts, The Jewish Pavilion will recognize you at the donor level as if you gave both gifts. In order to procure the matching funds, you should submit the company’s matching gifts forms to the company’s human resource or benefits department.

Planned giving strikes a balance between addressing your financial needs and enabling you to leave a powerful legacy at The Jewish Pavilion. With proper planning and creativity, your assets can be used to maximize your personal benefits, and provide for the future of The Jewish Pavilion.

Your generous giving plan will have a huge impact on our seniors, leave a lasting mark on The Jewish Pavilion, and help us to ensure that no one is forgotten. Your gift will help us fulfill our mission to enhance the quality of life of our elders and their families in long-term care, and strengthen their connection to the community.

The design of your gift will help determine its benefits to you and to The Jewish Pavilion. We recommend that you discuss your planned giving to The Jewish Pavilion with your trusted financial and legal advisor. If you need help to find a professional to counsel you on planned giving, call Nancy Ludin, Executive Director of The Jewish Pavilion, at 407-678-9369 and she will help you find the right financial planner, tax advisor, or attorney for you who can tailor a plan to fit your goals and help The Jewish Pavilion.