Planned Giving

Gift Options


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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Special Purpose Fund

Also known as a designated or restricted fund, this is a fund that you create for a particular purpose or organization that is of special interest to you. For example it can be targeted toward education, senior care, care of the needy, cultural affairs or any other area of need. You may also endow a particular program or project, or set up a fund to make an annual distribution to an agency, synagogue, or other organization of your choice. We can work with you to define the purpose of your fund and to make sure that your fund will have the greatest impact possible.

Benefits you enjoy:

  • The special purpose you choose can be as broad or narrow as you desire
  • The distributions from this fund will always remain targeted toward supporting the organization, project or purpose which is important to you
  • This fund and your name will remain into perpetuity as part of your legacy