Leave Your Legacy

LEAVE YOUR LEGACY

Life Insurance

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 Federation as your beneficiary.

Charitable Bequests

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 Federation 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 Federation in your estate plan.

For more information about matching your financial and philanthropic goals, call Lisa Long at 330.746.3250 ext. 175 or email her at llong@jewishyoungstown.org or contact your personal financial advisor today.

DISCLAIMER: This material is presented for informative purposes only and should not be construed as legal, tax or financial advice. When considering gift planning strategies, you should always consult with your own legal, tax and financial advisors. 

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