Planned Giving

Gift Options


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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Heritage Society

The Heritage Society is comprised of ordinary people who have shown extraordinary generosity by leaving legacy gifts to provide support for the community and make a difference for years to come. The Lehigh Valley Jewish Foundation honors individuals who have made planned gifts or endowments of $100,000 or more. Each Heritage Society member receives recognition in Federation publications as well as invitations to exclusive events. You can become a member in many different ways, each offering financial and tax benefits. These include an outright donation of cash or stock, a bequest in a will, life insurance, designation of a retirement asset or IRA, IRA charitable rollover (if eligible), or a life income plan such as a charitable remainder trust or a charitable gift annuity.

Heritage Society gifts can be structured to benefit the Jewish Federation of the Lehigh Valley and/or any other Federation constituent agency, synagogue, or other qualified charitable organizations.

Heritage Society Members

Leonard & Enid (z"l) Abrams
Dr. Arthur & Phoebe (z"l) Altman
Tara Epstein Baiman
Cindee Belman
Neil Belman
Sadie Berman Estate
Bob & Pat Born
Ross & Wendy Born
Nate (z"l) & Marilyn Braunstein
Pearl Brooks (z"l)
Meyer Cohan Estate
Daniel & Nancy Cohen
Martin & Beth Cohen
Peter & Karen Cooper
Jonathan & Iris Epstein
Jeff & Roberta Epstein
Finkelstein Family
Roberto & Eileen Fischmann
Fogelman Family
Tama Fogelman
Fabian (z"l) & Anna (z"l) Fraenkel
Harold & Sandra Goldfarb
Steven & Nancy Wax Goldman
Morris & Dyna Gorfinkel Estate
Robert & Bonnie Hammel
Marvin Holtz Memorial
Deanne & Arnold Kaplan
Mark (z"l) & Patty Klein
Robert (z"l) Klein & Judith Auritt Klein
Bernard (z"l) & Florence (z"l) Kobrovsky
Kobrovsky Family
Martin & Judy Krasnov
Leslie (z"l) & Elaine Lerner
Lawrence & Eva Levitt
Morton (z"l) & Myra (z"l) Levy
Dr. Aaron Litwak Estate
Michael & Linda Miller
Alvin (z"l) & Rosalind (z"l) Mishkin
Taffi Ney
Beryl Oppenheimer Estate
Joel Orgler Family
Dr. Morton (z"l) & Dorothy (z"l) Parmet
Sylvia & Morris Perkin Estate
Martin H. Philip Estate
Maurice Praid Estate
Sylvia (z"l) & Herb (z"l) Rosen
Lisa Scheller & Wayne Woodman
Vera & Mortimer (z"l) Schiff
Philip (z"l) & Blanche (z"l) Schwartz
Dr. Stuart & Janice Schwartz
Milton (z"l) & Ronnie (z"l) Sheftel
Amy & Jack Silverman
Martin Spiro (z"l)
Dr. Michael (z"l) & Eileen Ufberg
Stanley (z"l) & Vicki Wax
Ilene Wood
Renee Zales (z"l)