As we look to younger generations, whose priorities are diverse and changing, it’s crucial that we, the leaders of today, act now to protect the future of Jewish life.
A legacy gift is a demonstration of your belief in the continuity of Jewish life for generations to come. By leaving financial resources to Jewish causes you care deeply about, you can help ensure that future generations have an opportunity to embrace our heritage.
With a little planning, you can make the gift of a lifetime by creating a legacy gift. The term "legacy gift" covers a range of options.
You can make a meaningful gift through your will or trust, a gift of life insurance or a gift from your IRA.
You can make sure your generous support of Jewish charitable causes lasts for generations by establishing an endowment fund, empowering you to continue the work of your heart and ensure that the traditions and institutions that mean so much to you will exist and thrive well into the future.
With a donor advised fund or supporting foundation, you can align your philanthropic interests with the Jewish community's needs and priorities, benefitting the Jewish community into the future. You can involve your family, enabling them to carry on your philanthropic tradition.
When considering gift planning strategies, you should always consult with your own legal and tax advisors. A philanthropic advisor at your Federation would be happy to work with you and your professional advisors to design a gift plan that will serve your needs and interests, as well as those of the Jewish community.
If you are a donor within JFNA's Network of Independent Communities, check here for sample gift language for your will or trust. If you have established a planned gift to JFNA, please let your Network Regional Director know so that we may thank you. By establishing a planned gift, you will become a member of our Heritage Society. With a planned gift of $100,000 or more, you will qualify to be recognized in our Book of Life.
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*Source: JFNA 2016 Annual Endowment Survey
in grants made system-wide, 60% of which support Jewish organizations*
the proportion of Annual Campaign revenues contributed from endowment funds, supporting foundations and donor advised funds*