Chances are you already give generously to the Cincinnati Jewish charitable organizations of your choice. But have you considered including those organizations in your will, or as a beneficiary of your retirement fund, so you can continue to make a difference for generations to come?
Ready to begin? Download this Letter of Intent and contact your organization or organizations of choice today.
Questions to Consider
Anyone can do this. You don't have to be wealthy, just committed to your organization's cause. This decision is for after you are gone, and you can decide exactly what percentage, or what part, of your estate to leave via your will or by simply naming an organization as a beneficiary of your retirement plan. You can make sure that the people you love are taken care of first, and you can change it if needed.
It's easy to do. Reflect on your Jewish passions. What is important to you about our faith and people? What work in our community do you want to support? Then contact the team leader from the organization or organizations you want to work with:
- Your congregation
- A community organization or agency
- A school
- The Jewish Federation of Cincinnati
The answer is different for everyone. Some people make a will after the birth of a child; others may wait until they receive an inheritance. Whether you already have a will or are just getting started, it's always right to think of how you want to be remembered. Now is the time.
While the community will feel the impact of your legacy gift once you are gone, you may experience tax advantages in your lifetime, and your estate and heirs may benefit from additional tax savings. For details, see our Ways to Give page.
We encourage you to begin your legacy conversation by contacting the team leader of the organization you care about most to share your interests and learn about the organization's specific needs. The Jewish Federation of Cincinnati's staff is available to assist you with the technical aspects of legacy giving. You may also want to contact your financial advisors and/or estate planning attorney at this time.
No, typically just a few additional sentences to your will in the form of a codicil are enough to make a legacy gift. You should not assume your family knows your wishes, so preparing a valid codicil with your lawyer is important. You can also make a legacy gift in many other ways such as using your: