There are many ways that you can create your Jewish legacy and provide for the organizations you care about, helping to secure a more sustainable future for the Jewish community. In fact, click here for Seven Easy Ways to Leave A Legacy. Choose whichever options work best for you to make a meaningful gift during your lifetime, after your lifetime, or both. Some possible legacy giving vehicles include:
In your will or living trust, you can make a gift of a specific asset, a stated amount, or a percentage of your residual estate.
You can make a gift of your life insurance policy to the Federation or name the Federation as the beneficiary of your life insurance policy, retirement plan, or investment or bank account.
If you are eligible, distributing IRA assets directly to the Federation, for example, is a way to make an impactful gift and decrease the tax burden on your family. This type of giving can also be used to create or augment other types of endowed funds that provide ongoing support for all time.
We recommend that you consult with your tax advisor and/or estate planner to discuss your best options.
Have questions? Contact:
The foundation staff, Emilia Picklesimer and Rachel Rosenman, at email@example.com or 206.774.2218.
All inquiries are confidential.