Frequently Asked Questions

What is planned giving?

Planned giving is a means of providing vital support to a philanthropic cause while structuring charitable donations to maximize tax benefits and achieve personal financial goals.

What is an endowment?

This is a fund established to provide an ongoing source of financial support. It can be designated for a specific purpose by the donor, or determined by Federation.

How can I create an endowment fund?

There are many options. You can create an endowment fund independently, with a spouse, or with other family members. It can be done at once, or over a period of time. The funds can be distributed during the donor’s lifetime or by bequest.

What are the tax benefits?

Planned gifts allow you to maximize the benefit of charitable giving while also minimizing your income, estate, capital gains or gift-tax liabilities. An endowment can be created using cash or almost any appreciated asset.

How is an endowment fund managed?

The Foundation of the Greater Miami Jewish Federation serves as steward of endowment and financial planning. Working with professional money managers, The Foundation invests these assets and makes allocations as designated by the donor. To learn more about how funds are invested and managed, click here.

What are my options?

There are many. Click here to get started.

For more information, contact us at [email protected] or 786.866.8623. We’re always ready to assist you in complete confidence and without obligation.

Jewish Miami: A 2024 Community Study

Jewish Miami: A 2024 Community Study

Learn all about our Jewish community on April 7 and 8 when the Greater Miami Jewish Federation presents the findings of Jewish Miami: A 2024 Community Study at four regional gatherings.

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Jewish Communities Meet in Tallahassee

Jewish Communities Meet in Tallahassee

Federation’s Jewish Community Relations Council, in partnership with the Consul General of Israel in Miami and the Broward, South Palm Beach and Palm Beach federations, hosted Jewish Community Advocacy Day/Israel Day at the Capitol in Tallahassee March 25-26.

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The Women’s Event Blends Community and Cuisine

The Women’s Event Blends Community and Cuisine

The Women’s Event, held last week by Federation’s Women’s Philanthropy, was an opportunity to gather for a taste of community and cuisine.

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Sending More Volunteers to Israel

Sending More Volunteers to Israel

Jewish Federations of North America (JFNA) and Taglit-Birthright Israel are joining together to send at least 10,000 Jewish volunteers to help in Israel in 2025.

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