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.

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Property Turns Into Income

Property Turns Into Income

Marian lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Marian found it increasingly difficult to care for her property.

Marian's grandson came often to visit and help with chores around the house. On one such visit, he helped Marian "surf" the Internet. She enjoyed reading the weekly finance updates and donor stories on the Federation's planned giving website. On one such visit, Marian learned that she could make a gift of her home to the charity and receive income for life.

Marian: I called the gift planner and asked her how a charitable remainder trust works. She said that when the time came for me to move out of my home, I could give it to the Federation and set up a special kind of trust. The trust would provide me with income for the rest of my life and I would receive a tax deduction for my gift.

Marian thought that she might want to move to a condominium with less upkeep. Her financial advisor reviewed the plan and said that the income she received from the charitable remainder trust would be enough to cover her living expenses.

Marian: After visiting real estate websites with my grandson, I found a condominium nearby that was perfect for me. I called the gift planner and said that I was ready to move out of my home and set up the charitable trust.

Marian was thrilled that she could turn her property into income to meet her future needs and receive a charitable deduction for her gift.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your unitrust benefits may be different, you may want to click here to view a color example of your benefits.


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