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.

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.
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Bequest
You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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IRA Rollover
Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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Beneficiary Designation Gifts
You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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Charitable Lead Trust
You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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Sale and Unitrust
You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Bargain Sale
We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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Give it Twice Trust
You provide your children with a stream of income while making a gift to charity.
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Life Estate Reserved
You give your property to our organization but retain the right to use the property during your life.
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Donor Advised Funds
You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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Blended Gifts
There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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Perpetuating Your Annual Campaign Gift
If you have been a lifelong supporter of the Jewish Federation of the Lehigh Valley annual campaign, you can, through either an outright or planned gift, create a permanent endowment fund that will continue your annual gift forever.
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Supporting Foundation
A Supporting Foundation is a separate non-profit corporation with its own board of directors.
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Special Purpose Fund
Also known as a designated or restricted fund, this is a fund that you create for a particular purpose or organization that is of special interest to you.
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Legacy Philanthropic Funds
You will find a Legacy Philanthropic Fund to be an excellent way to supplement your charitable gift giving while setting in motion a permanent donation to the Federation.
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