Planned Giving
Gift Options
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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.
Life Estate Reserved
You may desire to leave your home or farm to the Jewish Federation of the Lehigh Valley at your death, but would like to receive a current charitable tax deduction.
A life estate reserved might offer the solution you need!
Life Estate Reserved
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Life Estate
Life Use
JFLV
How a Life Estate Works
You can deed your home or farm to the Jewish Federation of the Lehigh Valley but keep the right to use the property for the rest of your life. You will be able to make a gift to the Jewish Federation of the Lehigh Valley and maintain use of your home or farm.
Benefits of a Life Estate Reserved
- You receive a federal income tax deduction for the present value of the remainder interest in your home or farm.
- You preserve your lifetime use and are able to use and control the home or farm while you are alive.
Life Estate Details
- The life estate can last for your life or your life and another person's life.
- It is possible for you to make a gift of your property even though there is a mortgage upon the residence.
- You will be responsible for the maintenance, insurance and taxes on the property.
