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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Endowment Gift

Endowment Gift

Pat and Shelly were recently married. They had both been dedicated volunteers at the Federation for many years. They wanted to make certain their programs continued even after they were gone.

Pat: We appreciated the organization's work. We hoped to register our commitment and support by making a gift that would last well into the future.

Shelly: A staff member at the organization asked us to consider making a gift to the endowment. We learned that the endowment was a fund that served as a permanent source of income for the organization's projects.

Pat: I liked that giving to the endowment would help the Federation continue its programs on an ongoing basis.

Shelly: I also felt that the gift would provide a legacy for me and Pat. We were both thrilled that our gift would keep on giving to a cause we love.

The support of donors like Pat and Shelly makes our work possible. When you make an endowment gift, your gift is maintained in perpetuity and creates a lasting, meaningful difference. Please contact us to learn how to create your legacy through an endowment 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.


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