Planned Giving

Gift Options

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For Advisors

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

Thank you for your interest in Jewish Federation of the Lehigh Valley. Our hope is to serve you and your family with helpful information.

We have complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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Supporting Foundation

A Supporting Foundation is a separate non-profit corporation with its own board of directors. A simple majority of its board members are chosen by Federation and you choose the remaining board members. It is very much like a private family foundation, but because it is aligned with the Jewish Federation of the Lehigh Valley, the supporting foundation is considered a public charity. You therefore receive significant tax benefits that are not available with a private foundation.

You and your family members serve as officers and directors of the supporting foundation. Your involvement with the board guarantees that you will have considerable flexibility in making recommendations to the board as to grants, investment and management. The supporting foundation also provides an attractive way of enabling your family to be involved in philanthropy, with family members able to serve on the board of directors in perpetuity.

The supporting foundation's board can make grants to any program or project which fits within the broad charitable purposes of the Lehigh Valley Jewish Foundation, either locally, nationally or globally. This includes grants to almost all secular and Jewish charities. The minimum to establish a Supporting Foundation is $100,000*.

Benefits you enjoy:

  • Provides flexibility regarding your philanthropic distributions and goals
  • Provides an opportunity to include multiple generations in your philanthropy
  • Transfer of tax reporting and routine administration functions to the Federation
  • Avoidance of the excise tax on private foundation investment income
  • Higher deduction limits for charitable contributions
  • Allows you to remain an anonymous donor when desired

*Minimum amount to establish is subject to periodic review

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