Planned Giving

Bequests

By deciding to leave a bequest from your will of a specific amount of cash, a percentage of your estate or the remainder of your estate, you can create a permanent legacy that can help Jews in need forever. There's no limit on the amount you may set aside from your estate -- you make a gift as large or 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.

Bequests are more important now than ever before

Throughout the past century, the Jewish Federation of Metropolitan Chicago has worked with our donors to build a strong and vibrant Jewish community. Now you can extend your philanthropy to benefit future generations by including a bequest to the Jewish Federation in your will or estate plan.

An unrestricted gift to the Jewish Federation of Metropolitan Chicago is the best source of funds to meet future emergencies at home and abroad.

Read about some of the remarkable individuals who have left the posthumous mark of their compassion upon our community through a recent bequest to the Jewish Federation or Jewish United Fund.

Writing a Bequest

It is easy to make a charitable bequest through a provision in one’s will or trust. There are several designations one can make to benefit the Jewish Federation, its affiliates, agencies or beneficiaries. You may leave a bequest of a specific cash amount, a percentage of your estate, or the remainder of your estate.

To make an unrestricted gift:
I give $___________(or specified property or ____% of the residue of my estate) to the Jewish Federation of Metropolitan Chicago as an unrestricted gift.

To establish a JUF Annual Campaign Endowment
I give $__________ (or specified property or ____% of the residue of my estate) to the Jewish United Fund of Metropolitan Chicago as a Campaign Continuity Fund, the income there-from to be distributed solely on an annual basis to the Jewish United Fund Annual Campaign.

To establish a Lion of Judah Endowment
I give $___________(or specified property or ____% of the residue of my estate) to the Jewish United Fund of Metropolitan Chicago as a Lion of Judah Endowment gift, the income there-from to be distributed solely on an annual basis to the Women’s Division of the Jewish United Fund Annual Campaign. (Gift must be at least $100,000)

To establish an endowment to benefit a specified area of interest
I give $___________(or specified property or ____% of the residue of my estate) to the Jewish Federation of Metropolitan Chicago as a Continuity Gift, to be held for the benefit of ______________ (describe a special field of interest).

 


The Jewish Federation of Metropolitan Chicago does not provide legal advice. Donors are encouraged to consult their independent tax and legal counsel.