Legacy Gifts

With planned giving, you can provide long-lasting support to Jewish-Outreach while enjoying financial benefits for yourself. 

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Bequests

Leaving a great way to help families in our community and ensure the preservation of Jewish tradition. A bequest is a gift made through your will or trust. It is one of the easiest, most popular, and flexible ways that you can support our cause.

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What are the benefits of making a bequest?

A bequest does not cost you anything during your lifetime

Bequests are revocable and can be changed or modified during your lifetime

Bequests lessen the tax burden on your family

You leave a lasting legacy to be remembered

You may receive estate tax savings

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How do bequests work?

You designate a portion of your estate to Jewish-Outreach 

Leave either a percentage (residuary trust) or a specific amount (outright bequest) to Jewish-Outreach

After your passing, the trustee will transfer the money or real estate to our institution

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How do I make a bequest?

With the help of an advisor (your advisor or one of ours), you can include language in your will or trust specifying a gift be made to family, friends, or Jewish-Outreach as part of your estate plan.

 

How do I get started?

Contact us to learn more about bequests

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