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.
Bequest
A charitable bequest is one of the easiest ways you can leave a lasting impact on the Lehigh Valley Jewish community.
A bequest may be made in your will or trust directing a gift to the Jewish Federation of the Lehigh Valley.
Charitable Bequest
Property
Donor's Family
JFLV
Benefits of Your Bequest
- Receive an estate tax charitable deduction.
- Lessen the burden of taxes on your family.
- Leave a lasting legacy.
How Do You Make a Bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends or the Jewish Federation of the Lehigh Valley as part of your estate plan.
Click Here to review sample bequest language.Your Bequest Options
A bequest may be made in several ways:
- Gift of a percentage of your estate.
- Gift of a specific dollar amount or asset.
- Gift from the balance or residue of your estate.
Making a Bequest of Your Retirement Assets
A retirement asset, such as an IRA account, makes an excellent bequest to us. If the IRA were given to your family, much of the value may be lost through estate and income taxes. By designating the Jewish Federation of the Lehigh Valley as the beneficiary of all or part of your IRA (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.
