Planned Giving

Bequests

The most common form of legacy giving is a gift described in your will, commonly called a bequest. A bequest affords you flexibility and control over the legacy you leave. For some donors, it also means a portion of your assets will go directly to a cause you value rather than to the government in the form of taxes. If you already have a will, you may be able to make your gift by preparing, with the help of your attorney, a codicil (a brief written amendment) to your will.

Life Insurance

Many donors overlook life insurance as a source for charitable giving yet it can be utilized to increase the impact of your philanthropy. This is done by transferring ownership of a life insurance policy to Jewish Family Services (JFS) or simply changing the policy’s beneficiary designation to JFS for some or all of the policy proceeds. This type of gift is particularly popular with donors who have policies that are no longer needed to provide for their families. It is also an attractive way to give if you want to provide significant support for JFS but are unable to provide such support to JFS during your lifetime.

Establish an Endowment – Family of Funds

Give a gift in perpetuity by establishing a Family Fund with JFS. Contributions throughout the year can be designated directly to these funds.  Minimum balance for a named fund is $10,000. JFS welcomes you and your family to consider establishing a named fund.

Current Family Funds:

Nathan J and Ruth Goldberg Memorial Fund – for the benefit of children and youth.

Harry Lebman, MD. Memorial Fund – to provide services to seniors.

The Morris & Ruth Malett Summer Internship Fund – provides a paid internship to a college student whose area of academic interest is in Judaic studies, human services or a field relevant to the work of Jewish Family Services. 

Schloss-Levy Memorial Fund – support services to the seniors.

The Elaine Simon Endowment for Jewish Family Life Education Fund – to provide funding for promoting individuals and family growth, to strengthen healthy relationships and enrich Jewish identity.

Karyn H. Sykes Memorial Fund – to support the creative pursuits of children in need.

Other Funds at Jewish Family Services

Aging Fund – provides services for the aging.

Children’s Fund – agency programming related to children.

Emergency Family Assistance Fund – provides emergency assistance in times of crisis.

Endowment Fund – to support all of the agency programs.

Janet Vickie Sunkin Fund – to provide ongoing education and development to agency staff.

Loan Fund – to provide last resort, interest-free loans to clients in financial need.

Bereavement Fund – provides bereavement services.

Jewish Hospice Fund – provides training for social workers.

Wolk Foundation Fund – provides counseling services.

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