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.
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future. As the children grew-up, married, found good jobs and accumulated significant assets, the insurance didn't appear to be needed for its original purpose.
Marla: We volunteered regularly with the Federation and wanted to know if there was any benefit to giving our policy away to this good cause.
Wayne: I wasn't ready to part with the insurance quite yet. I wanted to preserve the option of giving it to our family if someone needed extra help down the road. We both wondered if there was a way we could commit now to help the Federation's work but make our gift at a later date when it was clear the policy wouldn't be used.
The gift planner at the Federation told them about a way in which they could commit to make a bequest of insurance today that would help achieve their personal and charitable goals. The bequest could be made by simply naming the Federation as beneficiary of their policy. With the beneficiary designation unchanged during life, the insurance proceeds would go to help the charity's future work. In addition, their estate could benefit from an estate tax charitable deduction based on the value of the proceeds paid.
Marla: The insurance bequest made sense to us. It would achieve our goals and we liked the idea.
Wayne: I also liked the fact that our estate would benefit from tax savings, which would help to preserve other assets intended for our family.
*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.