Leave Your Legacy
LEAVE YOUR LEGACY
A gift of your life insurance policy is an excellent way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors, consider naming the Foundation as your beneficiary.
Make a gift that will endure the test of time. Your Last Will and Testament is an important element in your estate plan that enables you to protect the people you love while creating a lasting partnership with the Youngstown Area Jewish Foundation that helps ensure the future of our Jewish community. Your charitable bequest may include cash, securities, insurance or property. Your taxable estate is reduced by the total amount of the gift while you retain use of the assets during your lifetime. You can declare your intention to establish a charitable bequest to express your enduring commitment to your Jewish community by signing a Declaration of Intent today. While not a legal document, your Declaration of Intent is your promise to include your Jewish Foundation in your estate plan.
Estate Planning - Leave A Jewish Legacy
You've done so much to create a vibrant Jewish community, but what happens when you're no longer here? Including the Youngstown Area Jewish Foundation in your estate plans is a meaningful way to ensure your tzedakah serves as a gift to generations to come. We know your family is top of mind when creating your estate plan, that's why many donors choose to leave a certain percentage to charity instead of committing to a specific dollar amount. This way you're ensuring your children and grandchildren's financial security while safeguarding your philanthropic passions at the same time. This transformational gift can be done simply by adding the following sentence to your will:
"I give to the Youngstown Area Jewish Foundation, a nonprofit organization currently located at 505 Gypsy Lane, Youngstown, OH 44504, [percentage of the estate] for its unrestricted use and purpose."
This verbiage applies to bequests of specific amounts and/or property. This is just one of many ways you can make a lasting impact here at home.
For more information about matching your financial and philanthropic goals, call Lisa Long at 330.746.3250 ext. 175 or email her at [email protected] or contact your personal financial advisor today.