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Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You invest in the future of the Jewish community.
  2. You perpetuate your beliefs and become a role model for future generations.
  3. You become a member of the Federation's Legacy Society and join many others who are making a significant difference in the lives of so many.

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Jewish Federation of Cleveland as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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Contact Us

Erika B. Rudin-Luria President 216-593-2867 [email protected]
Rachel Lappen Chief Development Officer 216-593-2841 [email protected]
Mindee Fredman Vice President, Supporting Foundations 216-593-2805 [email protected]
Ann Garson Asst. Vice President/Funds and Foundations 216-593-2814 [email protected]
Jennifer Schwarz Managing Director/Philanthropic Planning 216-593-2816 [email protected]
Rabbi Jeremy Pappas Managing Director/Campaign 216-593-2871 [email protected]
Lisa Hacker Senior Director/Life & Legacy ® 216-593-2752 [email protected]
Matthew Kaliff Senior Director/Endowment Development & Supporting Foundations 216-593-2831 [email protected]
Tal Rothstein Senior Director/Foundations 216-593-2861 [email protected]
Brian Freedman Development Officer, Endowments 216-593-2835 [email protected]

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.