Planned Giving

Planned Giving Is For Everyone

Regardless of age, income or assets, there are plans and strategies that can be tailored to fit your uniques circumstances. It allows you to find smart ways to make meaningful gifts to the causes you care most about. Planned giving strategies can be tailored to fit your unique circumstances.

Planned Gifts Can Come In Many Forms

  • Cash
  • Appreciated stocks and bonds
  • Retirement plan assets (qualified charitable distributions from IRAs or beneficiary designations)
  • Mutual fund shares
  • Private company stock and other closely held business interests
  • Real estate
  • Tangible personal property (e.g., artwork, musical instruments, vehicles)

A Planned Gift Can Allow You to:

  • Choose to keep assets while you still want or need them
  • Take care of family members and your favorite charities simultaneously
  • Enjoy tax advantages with certain gifts
  • Change your mind—some gifts are revocable
  • Enjoy membership in MJF’s Legacy Society
  • Make a real impact for future generations

Contact Us.

If you have questions or want to speak with someone about planned giving, please do not hesitate to reach out. Call or email us to connect with the Planned Giving department.

Call 952.593.2600 or email philanthropy@jewishminneapolis.org to connect with the Planned Giving department.

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Planned Giving Options.

To learn more about your Planned Giving Options, Beneficiary Designations and Sample Bequest Language click below

Seniors Celebrating Shabbat

We Will Make The Most of Your Gift.

Unless otherwise specified, planned gifts are directed to the Federation’s Perpetual Annual Campaign Endowment Fund. Your gift will help ensure a strong and vibrant Jewish community for future generations. Call 952.593.2600 or email us at philanthropy@jewishminneapolis.org to connect with the Planned Giving department.

Self Help's coffee kletch and dancing at the Flatbush Jewish Center. (5th & Church Streets)

Already made a gift? Please let us know.

IT’S HELPFUL TO US AND TO YOU, SO WE CAN:

  • Express our appreciation and enroll you in the MJF Legacy Society
  • Invite you to special events and other opportunities
  • Inspire others by your example (only with your consent)
  • Document how you want to be recognized or your wishes to remain anonymous
  • Understand how you’d like your gift to be used and what impact you’d like to make
  • Help you explore options to meet your philanthropic and other goals

Plan Your Gift Today – It’s Easier Than You Think.

While many gifts don’t require a lawyer or a new will, we are happy to work with professional advisor whenever it is helpful or desired. To learn more about your Planned Giving Options, Beneficiary Designations and Sample Bequest Language you can view or download our full Planned Giving brochure below.

Call 952.593.2600 or email philanthropy@jewishminneapolis.org to connect with the Planned Giving department.

MJF does not provide tax, financial or legal advice, and all information provided is for educational purposes only. We encourage you to consult your personal tax, financial or legal professional for advice regarding your specific circumstances. We understand that the amount of your gift can change over time or that you may change your mind. While we ask donors to provide an approximate value of their gifts if realized today, all information is private.

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