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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Trusts for Creative Spenders
Personal Planner
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function:...
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Is Social Security Income Taxable?
Savvy Living
I understand that a portion of Social Security benefits may be taxable even when I retire. Can you tell me how to...
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IRS FAQ on Economic Impact Payments
Washington News
As millions of direct deposits, paper checks and debit cards are being issued to individuals, the IRS published frequently asked questions (FAQs) on IRS.gov. The second round of Economic Impact Payments will distribute $600 to individuals or $1,200 to married couples. There also will be an additional $600 per qualifying child. The stimulus payments are phased out for individuals with incomes over $75,000 and married couples with incomes over $150,000. The FAQs are very helpful because they answer common questions that millions of Americans have about the second round of stimulus payments. 1. Do you receive a letter or notice? Yes, the IRS will send a letter or notice to each recipient. Your Notice 1444–B should be retained with your tax records. 2. Will "Get My Payment" be available? Yes, the IRS will soon launch a new version of...
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