Planned Giving

Over the years, donors have learned that planned gifts can complement their personal financial planning, enabling them to make substantial gifts in support of Combined Jewish Philanthropies of Greater Boston.

A planned gift can:

• Pay lifelong income, or income for a period of years
  
• Reduce or eliminate capital gains on contributions of appreciated assets
  
• Generate substantial federal income tax deductions
  
• Eliminate or reduce federal estate taxes
  
• Produce higher current income than low yielding stocks, bonds, or real estate
  
• Diversify investment portfolios
  
• Complement retirement planning
  
• Be utilized in family business planning
  
• Provide a generous charitable contribution
  
• Enable a donor to maximize his/her support of CJP
  
• Be established during a donor's lifetime or under a donor's will

For more information please contact Charlie Glassenberg, Director, Gift Planning and Investment Partnerships, at 617-457-8540 or charlesg@cjp.org. 

Important Note: This information is provided for educational purposes. Donors should always consult with their tax and legal advisors prior to making a gift.