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You can create a permanent legacy by deciding to leave a
bequest of a specific amount of cash, a percentage of your
estate, or the remainder of your estate in your will or living
trust. There's no limit on the amount you may set aside from
your estate-you may make a gift as large or as small as you'd
like. You may choose to make a gift of cash, securities, or
other property—and your estate will receive a tax deduction
in the amount of your charitable bequest. If you have already
drafted your will, your attorney can help you arrange a charitable
bequest with a simple amendment, or codicil.
Sample language
You can use the following language to create a charitable
bequest in your will:
Unrestricted bequests: Provide income for the Jewish
community each year in perpetuity by making a general bequest:
I bequeath $_______ (or _____% of my residuary estate)
to The Jewish Community Foundation, Oakland, California
for its general purposes.
Federation Annual Campaign bequests: Create an endowment
to make yearly contributions in perpetuity to the Jewish Community
Federation's annual campaign:
I bequeath $_______ (or _____% of my residuary estate)
to The Jewish Community Foundation, Oakland, California
to be used to endow my Annual Campaign gift to the Jewish
Community Federation of the Greater East Bay, Oakland, California.
Special purposes: Support a specific agency or cause
of interest to you every year, in perpetuity, with a designated
bequest to establish an endowment fund:
I bequeath $________ (or ______% of my residuary estate)
to The Jewish Community Foundation, Oakland, California,
to be added to and administered as part of an endowment
fund to support ___________ (Jewish Family and Children's
Service, charitable needs in Israel, Jewish education, Reutlinger
Community for Jewish Living, etc.)
At a glance
- Established through your will or living trust
- May be made in any amount-no matter how small or large
- Provides a tax deduction for your estate
- Provides permanent resources for organizations important
to you
Contact Steve Brown, Director of Legacy Development at (510)
433-0134 x215 for more information.
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