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.
More
How to Give Property to Children
Personal Planner
Parents have a number of reasons for making gifts to children. First, a parent should have sufficient resources for...
More
Best Bicycles for Baby Boomers
Savvy Living
My husband and I are interested in getting a couple of bicycles for leisurely exercise and fun. We're both approaching...
More
Tax Scam Uses Prepaid Debit Card
Washington News
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters continue to develop new attacks. The latest scam involves a prepaid debit card that the tax scammer claims is linked to the Electronic Federal Tax Payment System (EFTPS). The scammer typically calls the victim and claims the IRS has sent two certified letters. The victim is told not to contact his or her tax preparer, attorney or CPA until making the tax payment. If the victim does not buy a prepaid debit card, he or she is threatened with immediate arrest. IRS Commissioner John Koskinen noted, "This is a new twist to an old scam. Just because tax season is over, scams and schemes do not take the summer off. People should stay vigilant against IRS impersonation scams. People should remember that the first contact they receive from the IRS will not be...
More
scriptsknown