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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Integrity and Initiative
Personal Planner
Pat and Allen were talking about their three children. They are empty nesters and the three children are off...
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Can I Stop Receiving Social Security if I Go Back to Work?
Savvy Living
I lost my job last month because of the coronavirus crisis. With little savings, I have been thinking about starting my...
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Last Minute Tax Filers Nearing July 15 Date
Washington News
In IR–2020–145, the Service encouraged taxpayers to remember the July 15 tax-filing deadline. With the impact of the coronavirus on all Americans, the IRS changed the filing date this year from April 15 to July 15. For last-minute filers, the Service highlighted the many helpful resources on IRS.gov. Taxpayers have already accessed the IRS website 1.2 billion times during this filing season. Many of the most popular services are IRS Free File, Where's My Refund? and the Tax Withholding Estimator. IRS Free File — Taxpayers with income of $69,000 or less in 2019 may use free tax preparation software from IRS.gov. You may review the different Free File software programs, download your choice and complete your tax return. If you have a higher income, you may benefit from the Free File Fillable Forms. Any taxpayer may use...
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