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.

Miami Jewish Community Study

Miami Jewish Community Study

In order to better understand the demographics and needs of Miami’s Jewish population, the Greater Miami Jewish Federation has launched its “Miami Jewish Community Study.”

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Mental Health After 10/7

Mental Health After 10/7

Through donations to the Annual Greater Miami Jewish Federation/UJA Campaign and the Israel Emergency Fund, individuals coping with the gravity of October 7 are receiving support to begin the long healing journey ahead.

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Make Your Federation Donation Tax-Deductible

Make Your Federation Donation Tax-Deductible

Nancy and Norman Lipoff pay their Annual Federation/UJA Campaign contributions through an IRA Charitable Rollover.

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Join Your Community for Matzah Mitzvah


Join Your Community for Matzah Mitzvah


Help share the joy of Passover with Holocaust Survivors and other older adults in our community by participating in Matzah Mitzvah on Sunday, April 7 at 9 a.m.

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