What is legacy?

What do you want to leave to your children and grandchildren?

What are the values you want to pass down?

What you leave will be your legacy. By making a legacy gift, you can invest in your values and make a difference in Jewish lives, forever. We can help you make this happen.

“As my forefathers planted these carob trees for me so I too plant these for my children.” — Talmud (Ta’anis 23b)
A Jewish legacy is what our forebears have left for us—and what we leave for future generations.

"There are stars whose light only reaches the earth long after they have fallen apart. There are people whose memory continues to provide light in this world, long after they are gone." — Hannah Szenes

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 make a legacy gift
Giving some of what’s left over

Most legacy gifts are set up in a will, retirement fund, or life insurance policy, so they don’t affect your income or needs during your lifetime. There are many ways to put a gift in place.

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You can fund a gift now

There are certain life events (selling a business, receiving an inheritance, etc.) that can make this option interesting, or you might just want to see the effects of your gift in your lifetime.

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HOW TO CREATE YOUR JEWISH LEGACY

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

Step 1

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

Step 2

Consult your advisor or contact us to discuss options.

Step 3

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

Step 4

TIPS FROM OUR EXPERTS

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

Giving Strategies: It’s Not Out of Reach: How Legacy Giving Is Much Easier Than You Realize

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Harris Weston Leaves Federation Extraordinary Legacy, Again

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Jewish Legacy Programs Nationwide Raise $1 Billion in Future Gifts - Cincinnati Plays a Leading Role

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COMMON CONCERNS

Legacy gifts that are set up in your will, retirement fund, or other ways do not affect your retirement or spending during your lifetime. If you need the resources, you spend them, but if there’s anything left, you make a gift with whatever percentage feels right.

Legacy gifts that are set up in your will, retirement fund, or other ways do not affect your retirement or spending during your lifetime. If you need the resources, you spend them, but if there’s anything left, you make a gift with whatever percentage feels right.

Legacy gifts that are set up in your will, retirement fund, or other ways do not affect your retirement or spending during your lifetime. If you need the resources, you spend them, but if there’s anything left, you make a gift with whatever percentage feels right.

Legacy gifts that are set up in your will, retirement fund, or other ways do not affect your retirement or spending during your lifetime. If you need the resources, you spend them, but if there’s anything left, you make a gift with whatever percentage feels right.

Legacy gifts that are set up in your will, retirement fund, or other ways do not affect your retirement or spending during your lifetime. If you need the resources, you spend them, but if there’s anything left, you make a gift with whatever percentage feels right.