|
Welcome to Create Your Jewish Legacy
Create a Jewish Legacy is a community public awareness campaign designed to help individuals and families support the Jewish causes they care about; building a strong, vibrant community, now and in the future with bequests for permanent endowments. The program promotes the message that all of us have the ability to make a difference in the lives of future Jewish generations.
The core organizations that create the fabric of Jewish life in Cincinnati have joined together to encourage legacy gifts that will sustain our Jewish community.
Create Your Jewish Legacy is funded by the Jewish Federation of Cincinnati. It is a United Jewish Communities pilot program.
Thank you for taking the time to explore the many benefits of creating your Jewish legacy and how you can support the Jewish community for generations to come.
| Personal Planner | Income for Surviving Spouse
 Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ... |
Benefit Your Family and the Jewish Community
There are several ways to make a planned gift that will make a lasting difference. Many of these plans result in wonderful benefits for the gift-donors and their families. In several instances, the families in the stories* below have enjoyed increased income and or generous tax savings while leaving a lasting legacy. Please click on the picture to view each story.
* Based on actual cases. The pictures and names may not represent the individuals involved with the original story.
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
 | Bequests
Joe and Anna have been long time supporters of the Jewish Federation of Cincinnati. They believe it is important to support and encourage our mission. More on Bequests >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Jim Friedman
Director of Planned Giving & Endowments |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
|
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jfriedman@jfedcin.org.
If you are a professional advisor, you may take the following steps on this site.
|
