If you have been giving to the Federation year after year, a legacy gift — such as a charitable bequest in your will, trust, retirement account, or life insurance policy — will let you be there for future generations after you are gone. Your bequest will be added to permanent endowments, creating a permanent source of funding to address the needs and priorities of every succeeding generation.
You don’t have to be wealthy. You can designate a small percentage of your estate or the remainder of your retirement plan. There is no minimum or maximum gift amount; all gifts are appreciated and recognized. Gifts of $100,000 or more establish separate funds named for you or a loved one.
A bequest is the most common way to leave a legacy
Sample Bequest Language*
To leave an unrestricted Federation bequest, use the following language in your estate documents:
To The Jewish Federation of the East Bay, Berkeley, California, taxpayer identification number 94-1156560, I give [ _____ % of the remainder of my estate / the sum of $___].
*This example is provided for informational purposes only and does not constitute legal advice. Always consult a financial or estate planning professional when planning your legacy gift.
Please tell us
If you have already planned a gift to Federation in your will, trust, retirement account, or life insurance policy, please let us know. We want to thank you during your lifetime for your generosity and vision. You will be invited to join our Legacy Society, which honors those who have planned a legacy gift to the Federation and Foundation. Legacy Society members can write a page in the Book of Life, a permanent record of our community’s values, stories, and hopes for the future.
Contact Joanne Neuman, Director of Development, at 510.409.4908 or email@example.com, to tell us about your legacy gift plans.