Bequests — Remembering the Federation in your will or living trust
Regardless of other charitable giving or estate plans you’ve made, a bequest to the Endowment Fund offers a practical way to minimize estate taxes and is a creative means to make a gift to the next generation. A bequest to the Endowment Fund or a fund established at the JCEF can be made by including a few sentences in your will or living trust.
Options:
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You can leave an unrestricted charitable bequest in your will or living trust.
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You can establish a permanent fund in your name through a bequest as part of your estate plan.
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And, you can create a life income plan for a loved one with the remainder left to the Endowment Fund.
A bequest may be unrestricted or restricted, or an addition to an existing fund or foundation. An outright bequest in a will can be made with cash, securities or other property. Your taxable estate will be reduced by the amount of your contribution.
By naming the Jewish Community Federation and Endowment Fund in your will or living trust, or signing a Letter of Intent to do so, you'll become a
Living Legacy Society member and, upon your agreement, be included in
The Book of Life. The Book of Life contains personal accounts of why members have chosen to remember the Jewish community.
In order to help you plan your estate the Endowment Fund has recently introduced a new
Estate Planning Workbook. This workbook has been designed to help you gather and organize all pertinent estate planning information in one place before you contact your attorney. To have a copy mailed to you, please email
Jcef@Sfjcf.org.
For more information please contact us at Jcef@Sfjcf.org or 415.512.6211
