Bequest Language
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, and your estate will receive a tax deduction in the amount of your charitable bequest.
Leaving a Bequest
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.
I give $___________ (or specified property) or _____% of the residue of my estate to the Jewish Federation of Metropolitan Chicago as an unrestricted gift.
I give $___________ (or specified property) or _____% of the residue of my estate to the Jewish United Fund of Metropolitan Chicago as an unrestricted gift.
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 to be distributed on an annual basis to the Jewish United Fund Annual Campaign. (Gift must be a minimum of $125,000)
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 to be distributed on an annual basis to Women’s Philanthropy through the Jewish United Fund Annual Campaign. (Gift must be a minimum of $125,000)
I give $___________ (or specified property) or _____% of the residue of my estate to the Jewish Federation of Metropolitan Chicago, to be held as an endowment for the benefit of ____________ (name of agency or description of a special field of interest).
View a list of Jewish Federation’s Agency Endowment Foundations