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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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start...
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Resources to Help with Debt
Savvy Living
My husband and I, who are both 66 years old, have fallen behind on our mortgage payments and have accumulated quite a...
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National Work and Family Month
Washington News
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month. To support families, the IRS published IR-2019-166. It explains the Family and Medical Leave Act (FMLA) and the employer credit for providing family paid leave. Employers with 50 or more employees generally are covered by FMLA. The basic goal of FMLA is to help employees balance their work and family responsibilities. Covered workers should give the employer 30 days notice of a birth or adoption. Employees may take up to 12 weeks of unpaid leave for the birth of a child, an adoption or to care for a close relative. The employee qualifies for normal benefits during the FMLA leave. After the FMLA leave, employees have the right to return to their original position. An exception is provided for employees in the top 10% pay grade if...
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