Annual Campaign

Together, we strengthen today and empower tomorrow.

The Annual Campaign is at the core of what we do. Our community’s Annual Campaign provides the basic infrastructure that supports our Jewish and non-Jewish community.  It delivers vital funding to sustain the Federation and its partners, ensuring critical programs and services are available.

Our goal is to make our Jewish community strong and vibrant. We are here to build a future for our children, grandchildren, and their children. Please help us by actively participating in this year’s Annual Campaign.

To learn more about the Annual Campaign please contact, Sandy Sloan or call 918.495.1100

Matching Gifts

Did you know that many companies have gift matching programs that will match your contribution to the Jewish Federation of Tulsa? Most of these programs match dollar-for-dollar, and some will even double or triple the amount of the gift!

Eligible gifts may include monthly payroll deductions or annual commitments. Some companies will even match gifts made by retirees or spouses of employees.

By taking advantage of your company’s matching gift benefit, you can do even more to help our own Tulsa community and Jewish communities in Israel and around the world.

Find out if your company has a Matching Gift Program. If the answer is “yes,” learn how your employer’s program works. Companies have different policies and different methods for submitting a request, such as online, over the phone, or with a paper form that you submit to the Jewish Federation.

Affinity Groups

Our affinity groups harness the power of the collective to connect community members to the Jewish movement and help them develop strong personal networks and philanthropic skills. For more information, please contact Sandy Sloan or 918 495-1100.

The Pearl Society

“When women want to contribute, they will find a way.” – Jackie Lasky 

The world is your oyster. Share a bond with women in Tulsa and nationally, who are committed to the welfare and continuity of the Jewish people through charitable, humanitarian, and educational services.

This society brings women together for cultural events, philanthropic activities, social gatherings, and a “Women in Power” speaker series.

Giving levels:
$180 Fresh water
$360 Blush Pearl
$540 Blue Pearl
$720 Mauve Pearl

If you are interested in joining the Pearl Society, click here.

*This is a partnership with Vintage Pearl. Your charm is included with your campaign gift. Vintage Pearl offers a variety of bracelets and necklaces to display it. Add charms as your commitment to the Jewish Federation of Tulsa grows.

Lion of Judah

$5,000 to join

The Lions of Judah are the most dynamic philanthropic Jewish women in the world. We are strong women of all ages, an international sisterhood of thousands of global activists who care deeply about the Jewish future.

Created in 1972, the Lion of Judah Society is an international symbol of a woman’s commitment to the global Jewish community. We demonstrate our dedication to the Jewish community by contributing our time and resources. Each woman makes a minimum annual donation of $5,000 to the Jewish Federation’s Annual Campaign.

Lion of Judah members proudly wear a Lion pin, which represents the strength, honor, and dedication of the Tribe of Judah, one of the Twelve Tribes of Israel. Lions play a vital role in creating social justice, aiding the vulnerable, preserving human dignity, and building Jewish identity.

Each year that a woman sustains or increases her minimum $5,000 gift, she is eligible to have a small diamond set into the pin.

If you are interested in joining the Lion of Judah, click here.

Maimonides Society

$1,000 to join

Named after the most famous Jewish physician of all time, Rabbi Moses ben Maimon — Maimonides — also known as Rambam, the Maimonides Society of the Jewish Federation of Tulsa is at the forefront of both philanthropy and service. The society provides a unique opportunity for health care and medical professionals to connect to a cause they care about and connect with each other through guest lectures, social gatherings, and volunteer opportunities.

If you are interested in joining the Maimonides Society, click here.

Legacy Giving

Your life is rooted in Jewish experiences connecting you to the Jewish community. In all likelihood, you already support Jewish charitable organizations in Tulsa, but have you included these organizations in your will or estate plan?

By leaving a legacy, you can help ensure that the traditions and institutions that mean so much to you today will be there for future generations. It just requires planning. You can create a permanent legacy using planned giving programs that are specifically tailored to help support your financial planning and estate planning goals and fit within your means.

Planned giving offers many benefits. If you give during your lifetime, you may receive charitable income tax deductions, but perhaps most important is the enduring nature of planned giving. You demonstrate to your family the depth of your philanthropic commitment and the importance of “giving back” to the Jewish community. You leave your children, your grandchildren, and your community an invaluable inheritance and a lasting testimony to your values.

How it Works:

You designate how your gift is to be used: to provide unrestricted funds to help meet community needs now and in the future or to provide permanent resources through an endowed fund to aid identified programs, projects, agencies, organizations, or initiatives that are of particular interest to you and your family. It’s up to you!

The Jewish Federation of Tulsa is your experienced, reliable partner in helping you realize your philanthropic goals, and building a lasting testament to your name that meets your specific needs, vision, and objectives.

Create your Jewish legacy today for your family, your community, and your people. For more information, please contact Joy Platt.

Donor Advised Funds

What is it?

A donor advised fund is a named fund of the Jewish Federation of Tulsa that allows you to recommend grants to qualified charitable organizations of your choice, take advantage of the highest charitable tax deduction available, and make your charitable giving simple, effective, and satisfying.

The fund can be established with a minimum gift of $10,000 with the opportunity to make additions at any time.

How does it work?

  • You make a gift of cash, securities, or other property to the Federation to establish a named fund.
  • You make recommendations for charitable distributions from the fund to qualified public charities. The Federation verifies the tax status and mission of all charitable organizations that receive grants.
  • The Federation invests and administers the fund’s assets, processes recommendations, mails checks to recipient organizations, and sends you regular reports.
  • You and designated current and/or successor advisors, if any, may recommend grants by filling out and forwarding the Federation Foundation Donor Advised Recommendation forms.

You are able to recommend support for causes of specific interest to you now and in the future.

You can receive an immediate charitable income tax deduction for the initial gift to the Federation and for all subsequent gifts.

You can receive additional tax savings if you use appreciated securities or property to establish or augment the fund.

You do not pay income tax on the income generated by the fund.

You can involve other family members as advisors, showing them the importance of philanthropy.

You invest in the future of the Jewish community.

You perpetuate your beliefs and serve as a role model for future generations.

Gifts of Real Estate

A gift of any type of real estate (for example, a residence, condominium, or vacation home) to the Jewish Federation of Tulsa that you have owned for more than one year.

How does it work?

Gifts of real estate can be structured in many ways depending upon your objectives.

In most instances, the Federation will sell the real estate. You direct the use of the proceeds to create or augment an unrestricted endowment fund. For example.  If you are a Lion of Judah, you could create a Lion of Judah Endowment. If Jewish education or some other particular cause is especially close to your heart, you could set up a special purpose fund. You could also create a donor advised fund or a supporting foundation.

If you make the gift during your lifetime, you will need to obtain a qualified appraisal for tax purposes if your charitable deduction exceeds $5,000, and the Federation may require a Phase 1 environmental audit.

Upon the Federation’s acceptance of the real estate and the transfer title, you generally can receive a charitable income tax deduction equal to the fair-market value of real estate. If you have owned the real estate for more than one year, your contribution will receive the most favorable tax treatment and also avoid capital gains tax on the real estate’s appreciation.

You can choose to transfer your personal residence or a farm to the Federation while retaining the right to use it for the rest of your life. This will result in a reduced charitable deduction.

You can establish a charitable remainder trust at the Federation funded by your real estate. Once the real estate is sold, you and your beneficiary receive lifetime payments based on the value of the real estate and the percentage of the annual payout. At the death of the last beneficiary, assets remaining in the trust go to the Federation for purposes that you specify.

If you make the donation in your lifetime, you can receive a charitable income tax deduction and avoid any capital gains tax on the real estate’s appreciation.

Depending upon how you structure your gift of real estate, you can enjoy the potential annual income or the ability to continue living in or using your property.

IRA Charitable Rollover

If you have reached 70 ½ years by the date of your transfer and have an IRA, you can take advantage of this opportunity.

Transfers have to be completed by December 31 of the current year. You can transfer as much as $100,000 per year. These distributions will count toward your required minimum distribution but are not capped at any amount.

You can make a qualified charitable distribution (the term used in law) from your IRA directly to the Federation or any other public charity recognized by the Internal Revenue Service. However, the distribution cannot be directed to a donor advised fund, supporting foundation, private foundation, charitable remainder trust, or charitable gift annuity.

You will not be taxed on the charitable distribution, but you do not receive charitable tax deduction unless you have previously paid taxes on the IRA contribution (i.e., a non-deductible contribution).

You can earmark the distribution towards a specific use within the Federation, including:

  • Supporting the Annual Campaign and/or
  • Creating a Lion of Judah Endowment fund to endow your Annual Campaign gift and/or
  • Establish a special endowment fund to support a focused area of interest to you in the Jewish community for a term of years or in perpetuity.

Simply instruct your IRA administrator in writing to transfer any amount, up to $100,000 from your IRA to the Federation. The Federation would be please to provide you with a sample letter you can use to direct this distribution.C

Life Insurance

You can use your life insurance to fund a charitable gift to the Jewish Federation of Tulsa, permitting you to make a substantial legacy gift for a relatively modest outlay.

You can also use your life insurance to replace an asset that has been given to the Federation.

Just transfer a fully-paid existing insurance policy to the Federation and name the Federation as the policy’s irrevocable owner and beneficiary. The Federation is assured a guaranteed sum in cash at the end of your life, to be used for purposes that you specify.

You purchase a life insurance policy and name the Jewish Federation of Tulsa as the irrevocable owner and beneficiary. You make the annual premium payments, for which you may also receive a charitable income tax deduction. At your death, the insurance policy’s benefits go to the Federation for purposes that you specify.

If you itemize deductions on your tax return, you may receive a charitable income tax deduction for your gift.

A gift of life insurance is easy to arrange and administer.

You invest in the future of the Jewish community and serve as a role model for future generations.

Lion of Judah Endowment Fund

Keep the flame alive.

There’s no denying we live in an uncertain world. However, women are proving stronger than ever. And, as a LOJE, you are shaping the Jewish future.

When you create a Lion of Judah Endowment (LOJE), you establish a charitable gift of at least $100,000 in your name. This endowment is designed to provide ongoing support of the Federation and the causes most important to you.

Your attorney or financial advisor can advise you on the best endowment vehicle for you. The most popular ways to create a LOJE include:

  • A charitable gift of bequest can be made in your will or living trust
  • A retirement fund that names the Federation as the beneficiary of all or part of the fund
  • Life insurance policy

A LOJE lights the way for your family and community, helping to illuminate Jewish life well into the future, burning bright for all who are in need.

Retirement Assets

Retirement plan assets include corporate pension profit- sharing plans, Keogh plans, 401(K) plans, 403(b) plans, and Individual Retirement Accounts (IRA’s).

How does it work?

You notify your plan administrator that you would like to name the Jewish Federation of Tulsa as a full or partial beneficiary of your retirement assets and complete a change of beneficiary form.

Alternatively, you may use your retirement assets to fund a charitable remainder trust or charitable gift annuity at your death. The trust or annuity can then provide income to one or more designated beneficiaries for life or a term of years. When the trust or annuity ends, the Federation receives the remaining assets.

You direct the Federation regarding the allocation of your gift- for example, to create or augment an unrestricted endowment fund, a special purpose fund, a donor advised fund, or a supporting foundation.

Your retirement assets are a tax-wise asset to use for charitable giving as they are subject to both estate tax at the time of your death and income tax when distributed to beneficiaries.

Tribute Gifts

Donating to the Jewish Federation of Tulsa is a great way to honor a family member, friend, or to memorialize the loss of a loved one and support Jewish life at the same time.

Whether you are celebrating a child’s B’nai Mitzvah, rejoicing in the birth of a new family member, or sending love to a friend in need, you can celebrate a significant occasion, commemorate a milestone, or recognize someone special with an honorary or memorial gift in their name.

We will gratefully acknowledge your thoughtful donation by notifying the person or family you designate with a beautiful acknowledgement card (no gift amount is disclosed).

Make your gift online to send a Tribute/Memorial card.

In memory or honor of, I tribute this gift to:
Annual Campaign Fund
Dave Sylvan Camp Scholarship Fund
David Finer BBYO Leadership Fund
Eva Unterman Holocaust Education Fund

For questions or more information, please contact Sandy Sloan or 918 495-1100.