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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Bargain Sale

The Jewish Federation of the Lehigh Valley purchases your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.

Bargain Sale
Property
Sale Portion
JFLV

How a Bargain Sale Works

  1. You sell the Jewish Federation of the Lehigh Valley your property for a price less than fair market value.
  2. You receive the cash from the sale and a charitable deduction for your gift to the Jewish Federation of the Lehigh Valley (the difference between the market value and purchase price).
  3. While you may owe some tax on the amount you receive from the Jewish Federation of the Lehigh Valley, the charitable deduction from your gift could offset your taxes this year.

Benefits of a Bargain Sale

If you are considering selling your property, a bargain sale will help you meet all of your goals.

  • Avoid capital gains tax on your charitable gift.
  • The deduction from your gift will give you valuable tax savings that may reduce your tax bill this year.
  • With the cash received from the sale, you may then reinvest to create more income for your future.
  • Best of all, your gift will help the Jewish Federation of the Lehigh Valley further its work.
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