What is legacy?

WHAT IS A LEGACY GIFT?

Legacy gifts are different than annual giving.

Most of the time, you give no money now—but from what’s left. Whether you make a legacy gift now, or set up a future gift, legacy is forever.

Most people make a legacy gift to the organization without restrictions. The legacy gift can therefore be flexible and used by the organization for the most appropriate needs. However, you can also designate your gift to an existing program or even create an initiative that will receive funds from your gift, year after year.

ways you could make a gift

HOW TO CREATE YOUR JEWISH LEGACY

Think about your values and the organizations you care most about.

Step 1

WE CAN HELP YOU

Sign your letter of intent and send to the Federation or CYJL organization of your choice.

Step 2

Fill out the form

Consult your advisor or contact us to discuss options.

Step 3

Put your gift in place and sign your confirmation of commitment.

Step 4

Fill out the form

TIPS FROM OUR EXPERTS

The Jewish Federation’s “Giving Strategies” blog is updated regularly with news and advice.

Giving Strategies: A Donor-Advised Fund is a Win-Win – Maximize Your Impact AND Minimize Your Tax Burden

Deb’s April Tip: You Can’t Take It With You—5 Reasons to Include Your Favorite Organizations in Your Legacy Gift

Giving Strategies: Keeping Jewish Life “Profound and Safe” by Leaving a Legacy Now

COMMON CONCERNS