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A Charitable Bequest is the simplest form of planned giving. In your will, you can specify a particular asset, percentage of your estate, or fixed dollar amount to leave to organizations that are important to you.

At-a-glance:

• Make a charitable bequest in your will in any amount
• Give to the general Jewish community or a specific area of interest
• Mybe made in any amout no matter how small or large
• Provide a tax reduction for your estate

Protect the people you love. Create a lasting partnership with the Jewish Federation of the Lehigh Valley. Help ensure our Jewish community’s future. Your will makes it happen.

When you choose to leave a Charitable Bequest of a specific amount of cash, a percentage of your estate, or the remainder of your estate through the Lehigh Valley JEWISH FOUNDATION, you create a permanant legacy that will benefit the Jewish community for generations to come. There’s no limit to the amount you may set aside from your estate; you may make a gift as large or as small as you’d like. You may choose to make a gift of cash, appreciated securities or property, and your estate will receive a tax deduction in the amount of your charitable bequest. If you have already drafted your will, your attorney can help you arrange a charitable bequest with a simple amendment, or codicil.

Here are some examples of how you might create a charitable bequest in your will:

Help the Jewish community address its most pressing current needs by making a general bequest.
I bequeath $______ (or _____% of my residuary estate) to the Lehigh Valley JEWISH FOUNDATION of the Jewish Federation of the Lehigh Valley.

Support a specific agency or cause of interest to you every year, in perpetuity, with a designated bequest to establish an endowment fund.
I bequeath $______ (or _____% of my residuary estate) to the Lehigh Valley JEWISH FOUNDATION of the Jewish Federation of the Lehigh Valley, to establish an endowment fund to support (named program(s) or organization(s) of your choice).

These examples are meant as suggestions. The staff of the Lehigh Valley JEWISH FOUNDATION would be happy to speak with you or your financial/legal advisor to develop language that reflects your specific objectives.