Creating your Jewish legacy form

Fill out the form below to start the process of creating your Jewish legacy and a legacy professional will be in contact with you shortly to help finalize the process.

If you prefer a PDF version of the form to print or fill out electronically, you can download here.

My Jewish Legacy

I confirm my commitment to support the Jewish organization(s) that have been important to me in my life, to help them endure and thrive for future generations.

Legacy gifts will be placed into a permanent endowment fund by the organization(s) selected.

First Name

Last Name

Phone

Email Notification text

Address

City

State

ZIP

Legacy Plan Timeline

I will formalize and document my Legacy Gift Plan within (12 or less) of signing this Letter of Intent.

I have already formalized and documented my Legacy Gift Plan.

Legacy Plan Details

My legacy gift to Cincinnati’s Jewish community will be in the approximate amount of

or of one or more of the following:

Recognition

You may publicly acknowledge that I have made a gift commitment (amounts or percentages will not be disclosed):

Yes No

Name(s) for formal recognition

Legacy Gift Plan Details

I understand this form is not a legally binding agreement and I may amend or modify it at any time.

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My Jewish Legacy

Legacy Plan Details

Recognition