Planned Giving

Gift Options

News

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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Sale and Unitrust

Are your appreciated assets (such as stock, bonds or real estate) producing little or no income?

If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution.

Sale and Unitrust
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Unitrust
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How a Sale and Unitrust Works

  1. You give a portion of your asset.
  2. The asset is sold, you receive cash and the rest goes to fund your charitable trust.
  3. The trust will provide you with income for the rest of your life.
  4. You receive a charitable deduction this year to offset your tax on the sale.

Benefits of a Sale and Unitrust

  • You get the cash you need to purchase another residence, travel or meet your daily needs.
  • The unitrust provides you with income for the rest of your life and future retirement.
  • The unitrust deduction gives you valuable tax savings that may reduce your tax bill this year.
  • When you pass away, the remaining value in the unitrust will help the Jewish Federation of the Lehigh Valley further its work.
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