Creating A Jewish legacy involves a gift, but it starts with your vision.
As such, you are encouraged to first think about what is most important to you. Ask yourself:
- What charitable organizations have I supported, and why?
- Which ones would I like to continue supporting past my lifetime?
- What are the causes that I am most passionate about, and why?
- What kind of world would I like my family and future generations to live in?
- How could I help to make that vision closer to reality through my legacy gift?
You don’t have to have figured out your legacy gift right away. But when you’ve made the commitment to set aside a part of your estate for the benefit of the Jewish community, you’ve made the most important step. When you’ve made a commitment to Create A Jewish Legacy you can contact JEF’s staff to help with your Legacy Plan and to coordinate with your professional advisors.
Put Together Your Legacy Plan
Once you have thought about your legacy and made the commitment, the next step is to work with staff to create a Legacy Plan. This plan specifies the purpose of your gift, and what organizations and causes it will support. It ensures that the Jewish Endowment Foundation of Louisiana knows how your gift should be used in the future. Download a declaration of intent form and begin you Legacy Plan today.
This information is intended as an educational tool, presented to provide general information only and should not be construed as legal or accounting advice. Because tax and financial consequences involved with any gifting program depend on personal financial circumstances, individuals should consult with their own financial, legal, and accounting advisors to review any charitable estate planning options.