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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.
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Jewish Federation of the Lehigh Valley's Sample Bequest Language
GENERAL UNRESTRICTED BEQUEST
[Flexible amount -- greater of fixed dollar amount or percent of total estate]I devise and bequeath to the Jewish Federation of the Lehigh Valley, 702 North 22nd Street, Allentown Pennsylvania 18104, the greater of (A) _______________ dollars ($_______) or (B) an amount equal to___ percent (__%) of my residuary estate for its general charitable purposes. The Executor of my estate shall first use any property, the receipt of which by my estate would constitute income in respect of a decedent for federal income tax purposes in satisfying this bequest.
RESTRICTED FUND BEQUEST
[Flexible amount -- greater of fixed dollar amount or percent of total estate]I devise and bequeath to the Jewish Federation of the Lehigh Valley, 702 North 22nd Street, Allentown Pennsylvania 18104, the greater of (A) _______________ dollars ($_______) or (B) an amount equal to___ percent (___%) of my residuary estate. This gift shall be used by the Jewish Federation of the Lehigh Valley to establish a fund to benefit __________________ (e.g., Jewish education, Israel or overseas Jewish needs, a specific local Jewish agency or synagogue, etc.). This fund shall be administered according to the Jewish Federation's guidelines for the administration of restricted funds, as amended from time to time. The Executor of my estate shall first use any property, the receipt of which by my estate would constitute income in respect of a decedent for federal income tax purposes in satisfying this bequest.
PERPETUAL ANNUAL CAMPAIGN ENDOWMENT (PACE) BEQUEST
[Flexible amount -- greater of fixed dollar amount or percent of total estate]I devise and bequeath to the Jewish Federation of the Lehigh Valley, 702 North 22nd Street, Allentown Pennsylvania 18104, the greater of (A) _______________ dollars ($_______) or (B) an amount equal to___ percent (___%) of my residuary estate. This gift shall be used by the Jewish Federation of the Lehigh Valley to establish a Perpetual Annual Campaign Endowment fund, entitled the "___________ PACE Fund," within the Federation's endowment program, the Lehigh Valley Jewish Foundation. This fund shall be administered according to the Jewish Federation's guidelines for the administration of PACE funds, as amended from time to time. The Executor of my estate shall first use any property the receipt of which by my estate would constitute income in respect of a decedent for federal income tax purposes in satisfying this bequest.
LION OF JUDAH ENDOWMENT (LOJE) BEQUEST
[Flexible amount -- greater of fixed dollar amount or percent of total estate]I devise and bequeath to the Jewish Federation of the Lehigh Valley, 702 North 22nd Street, Allentown, Pennsylvania 18104, the greater of (A) one hundred thousand dollars ($100,000) or (B) an amount equal to ___ percent (___%) of my residuary estate. This gift shall be used by The Jewish Federation of the Lehigh Valley to establish a Lion of Judah Endowment fund, entitled the "___________ LOJE Fund," within the Federation's endowment program, the Lehigh Valley Jewish Foundation. This fund shall be administered according to the Jewish Federation's guidelines for the administration of LOJE funds, as amended from time to time. The Executor of my estate shall first use any property the receipt of which by my estate would constitute income in respect of a decedent for federal income tax purposes in satisfying this bequest.
