Create Your Jewish Legacy

Welcome! We are pleased that you are interested in learning more about legacy gifts. Creating your Jewish legacy enables you to share your values with the next generation, and ensures that your work and your ideals will continue far into the future. A member of the Federation's planned giving team would be pleased to talk to you about the benefits of planned giving and about creating a gift plan tailored to your needs.

Sale and Unitrust
Ways to Make A Difference
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Cleveland Donors Who Make a Difference
Donor Stories
There is nothing more compelling than donors sharing their own stories. Through Endowment Book of Life messages, our donors......
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Obama and Biden 2013 Tax Returns
Washington News
Each year President Barack Obama and Vice-President Joe Biden release...
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Family Limited Partnerships
Personal Planner
A family limited partnership (FLP) is usually created by a husband and wife. It has several purposes. An FLP can save estate...
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The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now
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