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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Gift of Retirement Assets

A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift to the Jewish Federation of the Lehigh Valley.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission.

Gift of Retirement Assets
Retirement Assets
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Leave your retirement assets to us

Did you know that 60%-65% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to the Jewish Federation of the Lehigh Valley. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to transfer your retirement assets

Your retirement assets may be transferred to the Jewish Federation of the Lehigh Valley by completing a beneficiary designation form provided by your plan custodian. If you designate the Jewish Federation of the Lehigh Valley as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

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