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.
Gift of Stocks and Bonds
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to the Jewish Federation of the Lehigh Valley.
Gift of Stock and Bonds
Stocks/Bonds
JFLV
Here are some of the potential benefits:
- Avoid paying capital gains tax.
- Receive a charitable income tax deduction.
- Enjoy possible increased income.
- Further our mission today!
Make your gift today by electronic transfer!
It's easy. Please contact us for delivery instructions to make a transfer from your brokerage account to the Jewish Federation of the Lehigh Valley.
Send us your gift by mail
If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail.
