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.

Creating Community in Times of Crisis

Creating Community in Times of Crisis

As missiles rained down and everyone took shelter, Federation did what it does best: organized a swift response, located resources and brought people together.

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Helping Israelis Under Iranian Fire

Helping Israelis Under Iranian Fire

Through your support of the Israel Emergency Fund (IEF), an additional $10 million is now helping Israelis whose needs have increased dramatically since the start of the Israel-Iran war.

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Meet Shelly Brodie: New Chair of The Foundation

Meet Shelly Brodie: New Chair of The Foundation

Longtime Federation Board member, Forever Pacesetter and highly involved volunteer Shelly Brodie will become the new Chair of The Foundation of the Greater Miami Jewish Federation, effective July 1.

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Lending a (Small) Hand: Kids Helping Kids

Lending a (Small) Hand: Kids Helping Kids

Preschoolers at the Herman & Miriam Tauber Academy raised $800 to help children in Federation’s partner city of Yerucham buy necessary school supplies.

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