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.
Luke and Candice spent many years volunteering and supporting the Federation. They wanted to give back in a way that would help fulfill its mission. At the same time, they were looking for a way to care for their family in the future.
Luke: We heard that with new lower rates, now is the best time in years to set up a charitable lead trust. We could fund the trust with cash or stock and this trust would pay income to the charity for a number of years with the rest of the trust value going to our children in the future.
Candice: We liked the fact that our children would be well cared for and that we could see the result now of our gifts to the Federation.
Luke and Candice were also pleased to learn that taxes on the gift to their children would be significantly reduced by the added benefit of a gift tax charitable deduction. After the income was paid to the Federation, the remaining trust value would go to their family with very little tax owed.
Luke: Candice and I found that by using a charitable lead trust we could accomplish our goals of helping both family and the Federation during our lifetimes.
*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 benefits may be different, you may want to click here to view a color example of your benefits.