Frequently Asked Questions

Through our partnership with Jewish Philanthropies of Southern Arizona (JPSA) and Jewish Community Foundation (JCF), we are proud to offer education about the ways you can add a planned giving component to your overall estate plans. Please contact our Director of Philanthropy if you would like to learn more or attend an upcoming seminar.

Yes, you can recommend a grant from your DAF for synagogue dues, unrestricted and restricted contributions, or gifts to the Kol Ami endowment funds.

There are a lot of terms involved in leaving a legacy gift, and they can get confusing. An endowment is a fund that is invested to generate interest income. The uses of that income can be specified when the endowment fund is created: “to support the clergy at Kol Ami”, for instance, or “to provide for the Jewish Lifelong Learning program.”

A planned gift is one way to create an endowment, or to otherwise support the mission of Kol Ami. Any assets that you leave to Kol Ami in your estate plans is a planned gift. By making arrangements for planned giving, donors are often able to leave more to their favorite organizations after death than they can in life.

You can think of a planned gift as a way to give the money, and an endowment as the way to use the money.

We proudly partner with Jewish Community Foundation (JCF) to help members of our community access skilled planned gift advisors.

Tax benefits associated with planned gifts can vary widely based on the type of gift you choose and your individual financial and tax situation. Because each person’s circumstances are unique, we encourage you to consult with your professional advisors to understand how a legacy gift may fit into your overall plans.

We are also happy to connect you with trusted advisors at the Jewish Community Foundation, who can provide guidance and help you explore options that align with your philanthropic goals.

We know that when you make your planned gift to Kol Ami you have a vision in mind. Whether it’s supporting early childhood education, our premier youth music program, or creating a safe environment where all worshippers can feel safe, we will work with you to make sure that your vision is honored.

We do. In addition to honoring our legacy donors in print and on the website, we offer special programming just for those who have included us in their estate planning. You may choose to join this group anonymously, and still receive the benefits of group membership.