Estelle Berman

Estelle Berman

“Establishing a charitable gift annuity (CGA) through the Jewish Community Foundation allows me to support causes I care about while providing me income during my lifetime. Through my contribution of appreciated stock into the CGA, I receive a quarterly check from the Foundation that helps to supplement my income, thanks to a competitive pay-out rate. When I am gone, the remaining assets in the fund will be a charitable legacy to Congregation Ohev Sholom and Planned Parenthood, two causes that matter most to me. The CGA is a win-win opportunity and the Foundation made it simple to implement.”