How You Can Help
Year-End Giving Opportunities
Since 1920, the Jewish Home of Rochester has been providing a safe haven for those who need long-term care. Today, Jewish Senior Life serves more than 2,000 residents and clients annually on our campus and throughout the community. We were trailblazers in 1920 and today we are still redefining home and revolutionizing care with an approach that nurtures the whole person– mind, body and spirit. Your investment helps us provide an array of individualized services to long-term care residents.
By continuing to build our financial base, we can assure the stability required to fulfill our mission without disruption, regardless of changing times. Your support directly funds a variety of programs and services instrumental to our ability to provide programming that enhances the quality of Life for all who participate in Jewish Senior Life opportunities.
Bountiful Giving Opportunities
There are many ways that you can give, in particular as you plan for your year-end giving strategies. Make a gift today:
- Outright gifts of cash provide the quickest and most significant opportunity to help our elders immediately.
- Use Appreciated Securities to make your annual or year-end gift simple. Stock, bonds, mutual funds, Life insurance policies are all easy ways to make a special commitment to the important work we do at Jewish Senior Life.
- IRA Rollover Giving Opportunities—if you are 70½ years or older you can take advantage of a simple way to benefit Jewish Senior Life and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity like the Jewish Senior Life Foundation without having to pay income taxes on the money contributed.
- Tribute Gifts – gifts in any amount may be made in honor of a special occasion or in memory or in honor of a loved one.
- Matching Gifts—many corporations and businesses match your individual gift which doubles your investment in Jewish Senior Life. Please check with your company’s benefits department to see if this opportunity is available to you.
- Bequests—a bequest to the Jewish Senior Life Foundation can take one of several forms. You can make a Specific Bequest to determine the exact amount or percentage of your estate that you would like transferred to the Jewish Senior Life Foundation. A Residuary Bequest can stipulate a portion of your estate that will pass to the Jewish Senior Life Foundation after other designated beneficiaries receive their specified gifts and all expenses are paid. A Contingent Bequest is an opportunity for you to designate all or a portion of your estate to pass to the Jewish Senior Life Foundation only if the other beneficiaries you have identified do not survive you.
Creating a Planned Giving Strategy that Works for You
As you think about your philanthropic plan, remember that a planned gift saves taxes and has the possibility depending upon the vehicle, to generate long term income for you and beneficiaries. Charitable Gift Annuities, Gifts of Life Insurance policies, a Charitable Remainder Annuity Trust and a Donor Advised Fund are all opportunities for creative philanthropy. As always, please speak to your professional advisor, accountant or attorney before making a decision on how to proceed. Our Foundation is always here to help you but does not substitute for the professional advice of those closest to you and your charitable interests and intent.
Please think about your personal commitment and about helping us in this important work. Contact Joel Weiss, Senior Vice President of Advancement, at 784-6375 or firstname.lastname@example.org, with any questions.
Whether earmarked for a specific purpose or for general support, private generosity makes a critical difference, enabling us to offer programs that enhance residents’ lives. It allows us to continue to seek out innovative options to help people age meaningfully and with dignity. You can support the work of the Foundation through:
- An annual donation
- Becoming a Golden Alliance or Platinum Circle donor
- A Tribute gift in honor or in memory of your loved one(s)
- Considering a major gift contribution
- Volunteering to assist in any of our programs
Our generous donors enable us to provide cultural, spiritual, and educational programs and services that are not covered by government funding or other funding sources. By making a gift to our annual giving campaign, or becoming a Golden Alliance or Platinum Circle donor, you can support these life-enriching programs. To learn more about annual giving options, contact Tricia Marsherall, Manager of Advancement Services at (585) 784-6376 or email@example.com.
Honorariums and Memorial Gifts
Make a contribution in memory of a loved one, send get well wishes or honor a special occasion. To learn more about setting up an account for honorariums and memorial gifts, contact Amy Stubbings, Development Coordinator at (585) 784-6377 or firstname.lastname@example.org.
You can permanently honor the memory of a loved one by purchasing a Yahrzeit plaque that will be placed in the Joseph E. Silverstein Memorial Court at the Jewish Home. With the purchase of a plaque, Kaddish will be said every year on the Yahrzeit of your loved one, and their names will appear on the monthly listing located in the memorial court. To learn more about Yahrzeit plaques. contact Chris DelRegno, Administrative Assistant at (585) 784-6383 or email@example.com.
Major and Planned Gifts
There are many ways you can make a major or planned gift to the Jewish Senior Life Foundation. You can make an outright gift of cash, stock, real estate or shares in a mutual fund or dividend reinvestment program. You may also choose to make a planned or deferred gift, such as a bequest in your will, donation of a life insurance policy IRA or other retirement fund designation such as a Charitable Remainder Trust or a Charitable Gift Annuity. You will also have the opportunity to name your endowment fund in honor or memory of a loved one, creating a lasting and permanent legacy for you and your family.
We gratefully acknowledge your generosity; we’d be happy to speak with you by telephone or visit with you personally to answer any questions you may have and to discuss options that might work best for you. Please call Joel Weiss, Vice President of Advancement at (585) 784-6375 or email Joel at firstname.lastname@example.org for more information on any of the following opportunities to make a major gift of significance.
- Gifts of Cash
- Gifts of Appreciated Assets
- Gifts by Bequest or Living Trust
- Life Insurance
- Financial and Brokerage Accounts
- IRA and Pension Benefits
- Life Income Instruments
- Charitable Remained Trusts
- Charitable Gift Annuity
*The Jewish Senior Life Foundation does not provide legal or accounting advice. Prospective supporters are encouraged to consult their personal estate and or tax advisers concerning specific charitable planning and arrangement.