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.
A gift of your appreciated real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property) can make a great gift to the Jewish Federation of the Lehigh Valley.
Here are some of the benefits you may enjoy:
Your real property may be gifted to the Jewish Federation of the Lehigh Valley by executing or signing a deed transferring ownership. You may deed part or all of your real property to the Jewish Federation of the Lehigh Valley. Your gift will generally be based on the property's fair market value, which must be established by an independent appraisal.
Please contact us if the property you wish to give has existing debt or a mortgage. Check with us on the capital gains tax implications of your gift. You also may be interested in life income options.