Create a Jewish Legacy
 

PLANNING YOUR ESTATE

Jewish tradition teaches that one of our key duties is to make the world a better place for future generations. Your legacy can reflect everything that is most important and meaningful to you. The legacy planning process can engender heartfelt conversations with your family and build bonds with your partners in the community. 

 

The Foundation is honored to provide estate planning services to help individuals and families plan the transfer of assets. An estate plan is designed to preserve the maximum amount of wealth possible for the intended beneficiaries while maintaining flexibility.

 

Every individual has a unique family and financial situation. The Foundation takes great care as it fulfills the role of trusted advisor. Our objective is to support your philanthropic goals.

 

Learn more about estate planning by contacting Gail Littman, director of endowments, or Jeremy Pearl, CFO, or fill out form and the Foundation will contact you.

FAQS ABOUT CREATING YOUR LEGACY

Answers to questions such as when to start to think about leaving a legacy.

LEGACY GIVING CHECKLIST

The Jewish Community Foundation can assist you and your advisors to design the optimum legacy plan

ESTATE PLANNING TOOLS

The Planned Giving Calculator provides deduction calculations for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.

ADVANTAGES OF WORKING WITH US

The Foundation works with hundreds of donors of all ages, backgrounds, affiliations and walks of life. Here’s why they like partnering with the Foundation for giving

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