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.

Community Newspaper
Exciting things are happening in the Lehigh Valley Jewish community. Read our monthly newspaper, HAKOL, to find out about local news and events.
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Wills - Perils of Probate
Personal Planner
"I am an heir of the decedent and here is his will." Potential Heir Business Owner passed away on April 5, 1976, with...
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Protect Yourself Against Abdominal Aortic Aneurysms
Savvy Living
Can you tell me about stomach aneurysms? My father died from one about 10 years ago and I wonder if I am at increased...
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Talking With an IRS Computer
Washington News
The IRS announced this week it is continuing to develop web "bots" and using new computer tools to help alleviate the shortage of staff to answer taxpayer phone calls. Darren Guillot, the Commissioner for Collections, IRS Small Business/Self-Employed Division spoke at a conference on October 21, 2021. Guillot stated that the IRS is now on track to process 1.5 million online installment agreements this year. He noted, "I can recall when we were hopeful to break 200,000 or 300,000 agreements in a year." Online installment agreements enable taxpayers to apply for tax payment plans. During the past year, the IRS has been able to answer only 2 out of 10 calls by taxpayers. The IRS information technology (IT) staff is developing web bots and using artificial intelligence (AI) to improve taxpayer service. With the web bots, Guillot states the...
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