A Gift with Purpose and Value: Michael’s Story

As a longtime supporter of UJA, Michael has always felt a deep sense of purpose in contributing to an organization that uplifts lives and strengthens the community. “Over the years, I have watched UJA respond with compassion and efficiency to crises, support vulnerable populations, and invest in the future of Jewish life,” he shared.

When Michael learned about the opportunity to create a charitable gift annuity, it felt like a win-win. “I receive a steady income for life, with a portion of that income being tax-free. In addition, I received an immediate charitable deduction for my contribution,” he explained. “It truly aligned my philanthropic values with smart financial planning. Knowing that I can take care of myself while also helping others gives me comfort. Plus, UJA made the process easy to understand and manage.”

With the year drawing to a close, Michael encourages others to consider this option. “There’s still time to lock in the tax benefits for this year, which makes your impact even more powerful.”

Reflecting on his choice, he adds: “A charitable gift annuity is more than financial planning or a donation; it’s a powerful statement of your values and a lasting investment in the future of our community. For me, it’s a way to say: I believe in UJA’s mission, and I want to be part of it—not just today but for years to come. It not only provides me with steady income for life but is also a way to ensure that my support continues in the future,” he explained.