Jewish Federation of Northeastern Pennsylvania

Charitable Bequests

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
  • May be made in any amount 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 Northeastern Pennsylvania. 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 Jewish Federation of Northeastern Pennsylvania Endowment Fund, you create a permanent 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 Jewish Federation of Northeastern Pennsylvania Endowment Fund*.

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 Jewish Federation of Northeastern Pennsylvania Endowment Fund 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 Jewish Federation of Northeastern Pennsylvania Endowment Fund would be happy to speak with you or your financial/legal adviser to develop language that reflects your specific objectives.

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