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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Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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Early Signs of Parkinson's Disease
Savvy Living
What are the early warning signs of Parkinson’s disease? I was just diagnosed with it after noticing hand tremors...
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Peak IRS Filing Season after Presidents Day Holiday
Washington News
The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and refunds is down slightly from last year. As of February 7, 2020, the IRS had issued 10.83 million refunds. This is down from the 11.38 million refunds issued at this time last year. The total refunds issued were $21.16 billion, down 4.6% compared with $22.18 billion distributed by February 8, 2019. However, the average refund was slightly higher. The average refund as of February 7, 2020, was $1,952. This is up from $1,949 at this time last year. Most tax returns so far have been e-filed. Self–preparers e-filed approximately 17.18 million returns as of February 7. This is up 3.5% compared with last year. Tax professionals e-filed 10.59 million returns as of February 7, 2020. This number is down 3.7% compared...
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