Planned Giving
Gift Options
News
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.
IRA Bequest
Maggie: I made gifts every year when I was working. However, I recognize that with less income in retirement, I needed to reduce my expenses. I still want to support my favorite local charities.
Maggie contacted us and discovered that she could create a charitable bequest to us from her IRA. She would continue to own the IRA and receive IRA income during her life. When she passed away, the balance of her IRA would transfer to charity to help further our work.
Maggie contacted her IRA plan administrator and she completed the beneficiary designation form to name the Federation as the secondary beneficiary of her IRA.
Maggie: Despite the fact that I have limited resources, I did not think that I would use all of the money in my IRA. I was so happy to learn that I could make a gift from my IRA without impacting my current income.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization.
