Endowment Opportunities

A type of endowed fund (minimum gift $2,500) may be established to honor or commemorate a loved one.  The donor may name the fund and choose an area of interest for how the fund’s income will be spent annually.  A person may also choose to endow a program or area of service provided by Jewish Family Services.

Reasons to Consider an Endowed Fund

• Honors or memorializes a loved one through a project or issue of importance to that person.
• Promotes philanthropy within the family and teaches tzedakah to children.
• Bypasses capital gains taxes on long-term appreciated securities.
• The donor may recommend a different project to receive distribution from the named fund each year.
• The donor may initiate a fund to commemorate a special occasion and may add to the fund over time.

Types of Endowed Funds

Unrestricted

Income may be used where it is needed most.  This is the most flexible type of fund, as it allows Jewish Family Services to respond to emergencies or pressing needs.

Donor Designated

The donor may make designate a particular project or target population that is meaningful to the donor or loved one. Within the designated area, the donor may recommend the use of the funds each year.

Current Endowed Funds

Naming Opportunities

There exist naming opportunities within the Jewish Family Services building at 1300 N. Jackson Street that are suitable for individuals or families who wish to:

• Honor or memorialize a loved one
• Commemorate a special occasion
• Involve family members in giving together
• Ensure the continuation of a program or service of particular importance to them
• Build a significant gift over time

Your gift would be acknowledged with a beautiful plaque adjacent to the space.  For a list of opportunities still available, please contact Sally Lyne, Vice President of Development and Communications, at slyne@jfsmilw.org or 414-390-5800.