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Provide for future generations

 
Dor L'Dor Society
Those making unrestricted Endowment Foundation commitments of $100,000 or more become members of the Dor L'Dor (Generation to Generation) Society. Dor L'Dor Society membership allows the dreamers of today to plant the seeds for the Jewish community of tomorrow by ensuring a strong, financially secure future. The Society has three giving levels:

  • Guardians, $1 million or more
  • Builders, $100,000 or more
  • Benefactors, $500,000 or more

Perpetual Annual Campaign Endowment
The Perpetual Annual Campaign Endowment program provides donors with the opportunity to give, either during their lifetime or at death, a sum of money or assets which are invested. The income from these investments guarantees the donor's pledge, in perpetuity, to the annual UJA Federation of Northern New Jersey Campaign.

Restricted Funds
You may create a personalized special purpose fund within the Endowment Foundation through two distinct funds. In the first, you establish the fund by designating a field of interest, such as Jewish education or services to the elderly, and the income and/or principal of the fund is dedicated to the cause you name. In the second, you designate the use of the fund's income and/or principal to specific programs or beneficiary agencies.

Supporting Foundations
For families who desire that successive generations play a role in Jewish philanthropy, a supporting foundation offers the flexibility and tax benefits of a public charity. A supporting foundation named for your family can continue to make charitable distributions to a wide range of interests in perpetuity.

Donor Advised Funds
This fund may bear your name or the name of anyone you wish to honor or memorialize. You establish the fund by contributing cash or property to UJA Federation. In contrast to a private foundation, the philanthropic funds may be created simply by completing a two-page form. You may recommend charitable distributions from this fund at any time. Grant requests are reviewed and paid monthly. 

If you do not have the Adobe Acrobat Reader software, you can download your free copy.  

Gifts During Your Lifetime
You can establish an endowment during your lifetime by making a gift of cash, appreciated securities, zero coupon bonds, or a paid-up life insurance policy.

Testamentary Gifts
Gifts through bequests offer many ways to give to the Endowment Foundation. Endowments can be established through bequests of a specific dollar amount, percentage of an estate, or a portion of the residuary of an estate.

Life Income Plans
Charitable Remainder Trusts and Charitable Gift Annuities offer tremendous benefits, allowing donors to contribute assets and receive annual income payments for themselves or others. After the death of the last income beneficiary, the principal of a Charitable Remainder Trust or an Annuity goes to the Endowment Foundation. There are significant income tax benefits as well. If you would like to receive a booklet about Charitable Gift Annuities, please click here.

Charitable Gift Annuities
Charitable Gift Annuities provide a win-win opportunity for older individuals seeking to increase their annual income while leaving a legacy through UJA Federation of  Northern New Jersey. In exchange for a one-time payment of cash or appreciated securities, UJA Federation of  Northern  New Jersey will pay a fixed annuity for the life of the donor and/or his/her spouse. Annuity rates are set by the American Council on Gift Annuities and are very attractive for individuals 65 years and older. Charitable Gift Annunities  offer donors excellent income tax benefits, increased income, fixed and reliable income, possible estate tax savings, security, simplicity, while benefitting the Jewish community as well.

Charitable Lead Trusts
Charitable Lead Trusts are often used by families when transferring assets to future generations. These Trusts work in the following way: The individual contributes assets to a Trust. Annual income payments are made every year for a predetermined period of time from the Trust to UJA Federation of  Northern  New Jersey. At the end of the term of the Trust, the assets pass back to the donor's family or the donor, generally with reduced gift and estate taxes.

Endowment Foundation

David Moss
Assistant Executive Vice President
Direct: 201-820-3970
DavidM@ujannj.org

Robin Rochlin
Assistant Director
Direct: 201-820-3971
RobinR@ujannj.org

JoAnn Goldstein
Administrative Assistant
Direct: 201-820-3972
JoAnnG@ujannj.org

Sandra Wasserman
Administrative Assistant
Direct: 201-820-3973
SandraW@ujannj.org

Ansi Boudin
Administrative Assistant
Direct: 201-820-3974
AnsiB@ujannj.org

For a confidential meeting to discuss the Endowment Foundation, any of its funds, or to receive brochures in the mail, please contact David or Robin.