Planned Giving

Create a Lasting Impact

At the Hamilton Jewish Federation, we believe in the power of planned giving to create a lasting impact on our community. Planned giving allows you to support the causes that matter most to you while securing the future of our vibrant Jewish community for generations to come.

What is Planned Giving?

Planned giving involves thoughtful, strategic donations that are arranged in advance and allocated at a future date, often as part of your overall financial or estate planning. These gifts can provide significant benefits to both the donor and the Federation, ensuring your legacy endures while contributing to the long-term sustainability of our programs and initiatives.

Benefits of Planned Giving

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Meaningful Impact:

Your planned gift ensures that the Hamilton Jewish Federation can continue to offer vital services, educational programs, cultural activities, and support for those in need.

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Financial Flexibility:

Planned giving allows you to make a significant contribution without affecting your current financial situation. Various options enable you to structure your gift in a way that aligns with your personal and financial goals.

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Tax Advantages: 

Many planned giving options offer tax benefits, which can enhance the impact of your gift while providing financial advantages for you and your heirs.

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Legacy Building: 

Establishing a planned gift is a powerful way to leave a lasting legacy that reflects your values and commitment to the Jewish community.

Types of Planned Gifts

Bequests

Include the Hamilton Jewish Federation in your will or trust. This is a simple yet impactful way to contribute to our future.

Life Insurance Policies

Name the Hamilton Jewish Federation as a beneficiary of a new or existing policy.

Gifts of Cash or Assets

Consider making an outright gift of cash or appreciated assets, such as stocks or bonds, to the Hamilton Jewish Federation. These types of contributions provide immediate support to our community and can also offer you significant tax benefits.

Additional Funding Vehicles

There are numerous funding options available to support the Hamilton Jewish Federation. Your financial or estate planner can help you select the option that best aligns with your philanthropic goals and financial situation.

Gifts of RRSPs or RRIFs

Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs) are subject to high taxation when left in your estate. By transferring your RRSP or RRIF, in whole or in part, to the Hamilton Jewish Federation, you can create a fund that perpetuates your annual campaign gift. Additionally, you can name the Hamilton Jewish Federation as a beneficiary of your RRSP or RRIF, allowing your estate to receive a tax receipt.

 

How to Get Started

We invite you to explore the various planned giving options available and discover how you can make a lasting difference. Our team is here to assist you in finding the best way to achieve your philanthropic goals while meeting your financial needs.

For more information on planned giving and how you can contribute to the future of the Hamilton Jewish community, please click the button below o contact Gustavo Rymberg.

Together, we can ensure a strong, vibrant Jewish community that thrives for generations to come. Thank you for considering a planned gift to the Hamilton Jewish Federation.

 

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