Ways to Make a Gift to BJ
There are many ways to financially support BJ and our vision of a connected and transformational community. Your commitment to BJ can be amplified through foundation support, corporate matching gifts, planned giving, and more. To discuss any of these giving options, please contact Lisa Steinberg at (212) 787-7600 x228.
Making a planned gift to BJ ensures that your commitment to our spirited and dynamic community continues to help us grow, innovate and make lasting social change for generations to come. Planned giving also helps you make a larger contribution than a cash gift, which furthers your support for BJ–while providing tax and other financial benefits to you. There are many ways to create a meaningful legacy:
Make a bequest to BJ. You can bequeath assets in a will or a trust for a specific amount of money or assets, a percentage of those assets, or the residual (what is left over after heirs and other obligations are paid) from an estate. Please consult with your attorney or financial planner, and call Lisa Steinberg at (212) 787-7600 x228 to arrange the bequest.
List BJ as a beneficiary. Beneficiary designations are an easy way to make a planned gift. Simply list B’nai Jeshurun as a full or partial beneficiary of a retirement account, insurance policy or savings account.
Create a Charitable Gift Annuity for BJ. A Charitable Gift Annuity (CGA) enables you to make a charitable contribution to BJ and receive financial benefits for yourself. When you create a CGA for BJ, you will receive guaranteed income for life, and, potentially, both an immediate tax deduction and future tax savings. Many donors find that a CGA enables them to boost their philanthropy to a higher level than they had ever thought possible.
Foundation Support and Donor-Advised Funds
If your family has a foundation or donor-advised fund, you can make a grant to support any one of BJ’s programs or exciting new initiatives. Please contact Lisa Steinberg at (212) 787-7600 x228 to learn how your family can support BJ in this way.
Donations of Appreciated Securities (Stocks)
Using securities that have appreciated in value is an excellent way to make a gift to BJ. In most cases you will be entitled to an income tax charitable deduction for the full fair market value of the securities on the date of the gift and will not have to report capital gains income. Ask your broker to contact Lisa Steinberg at (212) 787-7600 x228 for stock transfer information.
You may be able to double or even triple your gift to BJ through a corporate matching gift from your employer. As a registered 501(c)(3) non-profit organization, BJ may be eligible for many employers’ corporate matching gifts programs. Please ask your employer if they have a matching gift program, then contact Lisa Steinberg. We’ll do the rest—and let you know when your corporate match comes in.