Planned Giving
Discover How Everyone Benefits from Planned Gifts
Create a Jewish Legacy is an endowment program designed to help you create permanent legacy gifts, demonstrating your belief in the continuity of Jewish life for generations to come.
Creating a Jewish legacy is a permanent source of support for the Jewish causes you care about.
Legacies Live Forever
Leaving a legacy is simple. You can make a gift of any size to benefit one or more organizations that are important to you.
Declare your intent through any of the following options:
• Simple bequest in a will or trust
• IRA or pension plan
• Life insurance policy
• Charitable remainder trust
• Donor advised fund
• Outright gift using appreciated assets or cash
Please consult with your financial advisor to determine the option that is best for you.
There are two pathways to establish a legacy gift for the benefit of future generations.
⇒ Planned Giving program
⇒ “Create a Jewish Legacy”
For more information about Planned Giving,
please contact Executive Director, Andrew Appel at executivedirector@ceebj.org or at 414-228-7545.
Thank you!