Leave a Legacy

“I found a fruitful world, because my ancestors planted it for me. Likewise, I am planting for my children.” -Talmud 

Honor the Past. Secure the Future.

Want to learn more about ways to leave your legacy? We are here to help you establish a restricted funda perpetual gift such as an endowment, or prepare support for the future.

An Endowment Fund makes an impact far into the future. It is a permanent fund, in your name or the name of a loved one, that supports Federation. Consider an Annual Campaign Endowment such as a Perpetual Annual Campaign Endowment (PACE) or Lion of Judah Endowment (LOJE) or create a designated endowment to fund a specific impact area within the federation ecosystem. 

Establishing a fund is straightforward: you make a designated gift to the Federation, the fund is invested, and an annual distribution supports the Federation’s Annual Community Campaign in perpetuity or program of your choice, a gift that both reflects your values and sustains them for future generations. 

Planned Giving Vehicles:
  • Bequests – Gifts from a trust or will 
  • Beneficiary Designations – An easy and tax efficient way to make the Federation a beneficiary of your retirement, investment or life insurance policy 
  • Securities – Gifts of appreciated securities such as stocks, bonds, and mutual funds 
  • IRA Charitable Rollovers – A tax efficient way to make a gift using your RMD (Required Mandatory Distribution) from your IRA 
The Legacy Society

By making a gift for the future of our Jewish Community, you become a member of the Federation’s Legacy Society.

Learn more about the Legacy Society.

Have you already included us in your estate plan?
Please contact Katie Busch, Vice President of Major and Planned Giving