All of us can leave a lasting legacy.
A good place to start the conversation is by contacting the Jewish Federation of the Greater San Gabriel and Pomona Valleys, who can provide initial guidance, and access to professionals who have specific tax and estate planning expertise. Our Jewish Federation staff can help you direct your gift to be as impactful as possible.
No matter your income or estate size, your gift can make a lasting impact on our community. Ask
yourself: will my beneficiaries miss 5% of my estate? What could my 5% do to benefit our Jewish community? Your support will help keep essential programs and services available in our community that will touch the lives of future generations.
First, reflect on your priorities. What important Jewish values do you want to help sustain? Perhaps you want to support Jewish education, Jewish camping, endow an annual campaign gift, or fund a particular program to enable it to continue into the future. You can choose to designate funds or leave an unrestricted gift to meet needs as they arise.
Some people start to plan their legacies when they have a first child, or when they receive in inheritance. The time is always right to think about how you wish to be remembered.
We can work with you and your advisors to plan your gift in a way that furthers your unique goals. We are available to meet and consult with you and your advisors throughout the process.
Because what matters to you, matters to us!