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.
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A Donor Advised Fund can simplify your charitable giving and provide you with significant tax advantages. With a gift of $10,000 or more to Federation in cash, appreciated stocks, real estate or retirement plan assets, you can create a Donor Advised Fund in a name of your choosing. As a fund holder, you can recommend charitable distributions to the qualified Jewish and secular charities of your choice throughout the year, freeing you from year-end deadlines. Until distributions are made, the assets of the Donor Advised Fund grow tax-free. Federation administers the fund, writes all checks for you and makes all distributions in the fund's name and will send you quarterly statements.
The donor selects a name for the fund. The fund can be in your name or your family name; it can reflect an area of interest to you, or it can be anonymous. Some examples: "The Joseph Goldman Fund," "Goldman Family Fund," "Goldman Fund for Jewish Education" or "G Tzedakah Fund."
The donor designates the individual(s) who will have the right to make recommendations for grants to qualified charities from the fund. This is typically the donor or donor and spouse. Donors may also designate a successor to succeed the initial fund advisor(s) in the event of inability to serve or death. This is typically the donor's child(ren).
A fund ends upon the deaths of all those entitled to make recommendations, or if the donor voluntarily terminates the Donor Advised Fund at an earlier time by recommending distribution of all assets to charity.
In the absence of an accepted written final recommendation from the donor, upon termination of the fund, the balance will be distributed to Federation's unrestricted endowment.
Once assets are contributed to a fund, the gift is irrevocable and the assets belong to the Jewish Federation of the Lehigh Valley.
IRS regulations require that Donor Advised Funds support the mission of the organization administering the funds. The Federation Board approves all recommendations. There are two major criteria which must be met before a distribution will be made:
Some examples of grant recommendations that may be approved include: recommendations to Federation (either for the annual campaign or other purposes) and to most Jewish and secular local and national charitable, cultural, educational, scientific, medical and religious institutions.
A Donor Advised Fund cannot be used to satisfy an existing obligation, commitment or pledge. Therefore, a donor should not make a pledge to a charity that it wants to support through a Donor Advised Fund. When approached for a pledge to Federation's annual campaign or other charity, make sure to indicate that you are NOT making a pledge, but intend to recommend a grant from your Donor Advised Fund.
A Donor Advised Fund at the Jewish Federation of the Lehigh Valley is a convenient, tax-efficient way to carry out all of your charitable giving. Federation provides all the services needed: investment, record-keeping, research and distributions. A single contribution can be used to recommend many grants to qualified charities throughout the years, freeing you from the pressure of making decisions by year-end deadlines. For more information, please contact Jim Mueth at 610-821-5500 or firstname.lastname@example.org.