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.
A gift of your life insurance policy is an excellent way to make a gift to the Jewish Federation of the Lehigh Valley.
If your life insurance policy is no longer needed or will no longer benefit your survivors consider making a gift and help further our mission.
Did you know that you can give your life insurance policy to the Jewish Federation of the Lehigh Valley today and receive a charitable income tax deduction? You can also make deductible contributions to the Jewish Federation of the Lehigh Valley each year which we may use to pay the premiums. We benefit from the proceeds of your policy.
You can also designate the Jewish Federation of the Lehigh Valley as the beneficiary of your life insurance policy. You will continue to own and can make use of the policy during your lifetime. The policy will be included in your taxable estate when you pass away, but your estate will benefit from an estate tax charitable deduction for the value of the gift to us.
If you have any questions about making your gift of life insurance, please click here to send us an email with your questions or comments.