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By deciding to leave a bequest of a specific amount of cash, a percentage of your estate, or the remainder of your estate, you can create a permanent legacy. There’s no limit on the amount you may set aside from your estate—you may make a gift as large or as 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. If you have already drafted your will, your attorney can help you arrange a charitable bequest with a simple amendment, or codicil.
Here are some examples of how you might create a charitable bequest in your will:
Help the Jewish community address its most pressing current needs by making a general bequest. |
I bequeath $_______ (or _____% of my residuary estate) to the Jacksonville Jewish Foundation of _________________, (city), (state).
I bequeath $________ (or ______% of my residuary estate) to the Jacksonville Jewish Foundation of ____________, (city), (state), to establish an endowment fund to be used for the general purposes of the Jacksonville Jewish Foundation .
Provide a gift to a specific agency or area of interest to you with
a specific area or interest bequest. |
I bequeath $________ (or ______% of my residuary estate) to the Jacksonville Jewish Foundation of ____________, (city), (state), to support ___________ (the Jewish Family Service, charitable needs in Israel, Jewish Education, the Jewish Home, etc…)
Support a specific agency or cause of interest to you every year, in perpetuity, with a designated bequest to establish an endowment fund. |
I bequeath $________ (or ______% of my residuary estate) to the Jacksonville Jewish Foundation of ____________, (city), (state), to establish an endowment fund to support ___________ (the Jewish Family Service, charitable needs in Israel, Jewish Education, the Jewish Home, etc…)
A gift to the Jewish community today will allow you to be there for your family, your community and the Jewish people—whenever help is needed in the future.
 
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• Established through your will
• May be made in any amount—no matter how small or large
• Provides a tax deduction for your estate
• Provides permanent resources for organizations important to you |
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