About LIFE & LEGACY®
Community Partners
Each participating organization selects a team of dedicated volunteers who work with professional staff to secure legacy gifts for their organization and the community. The Jewish Community Foundation of Broward supports the team members and works to coordinate this community-wide initiative to build a sustainable Broward Jewish community through endowments. Click the logo below for more information.
Getting Started
We encourage you to begin your legacy conversation by contacting the team leader of the organization you care about most to share your interests and learn about the organization's specific needs. The Jewish Community Foundation of Greater Broward's staff is available to assist you with the technical aspects of legacy giving. You may also want to contact your financial advisors and/or estate planning attorney at this time.
Anyone can do this. You don't have to be wealthy, just committed to your organization's cause. This decision is for after you are gone, and you can decide exactly what percentage, or what part, of your estate to leave via your will or by simply naming an organization as a beneficiary of your retirement plan. You can make sure that the people you love are taken care of first, and you can change it if needed.
The answer is different for everyone. Some people make a will after the birth of a child; others may wait until they receive an inheritance. Whether you already have a will or are just getting started, it's always right to think of how you want to be remembered. Now is the time.
Ways to Give
There are many different ways to leave your own legacy. Your legacy gift can be designed to match your personal circumstances.
Endowments can be established with contributions of cash and/or securities. In general, charitable gifts of cash and securities both entitle the donor to a charitable income tax deduction, but in the case of securities that have appreciated in value, the donor may also be able to avoid capital gains tax. Please contact us to learn more about the most tax-efficient ways to establish an endowment.
The simplest way to support a LIFE & LEGACY Partner is by naming the organization in your will. You can designate either a specific dollar amount or a percentage of your estate after other disbursements. A bequest is a meaningful way to support an agency or synagogue without affecting your cash flow during your lifetime. Your attorney can include it when you prepare or revise your will or you can add a codicil at any time.
There are many types of charitable trusts. A Charitable Remainder Trust enables you to receive income during your lifetime and leave an endowment gift as your lasting legacy to the charities of your choice.
Gifts of new life insurance policies enable donors to build a substantial future endowment gift through reasonable, tax-deductible premium payments. Donation of an existing policy may also offer tax benefits.
Forms
Ready to begin? Download the 2020 Declaration of Intent and contact your organization or organizations of choice today. If you would like to digitally sign the document, please open in Adobe Acrobat.
Testimonials
News
LIFE & LEGACY Incredible 1st Year in Broward County
Local Jewish Organization Secures $15 Million in Endowment-Building Initiative Nationally, LIFE & LEGACY Program Tops $1 Billion Over 300 donors in the Broward Community have made personal commitments to provide future financial stability. These commitments totaling an anticipated $15 million are a part of a collaborative endowment building effort that includes 13 local Jewish organizations…
Judy Levenson Director of Educational Excellence and Life & Legacy, Senior Relationship Manager
(954) 660-2076 | jlevenson@jewishbroward.org
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