Bequests can be made by will or revocable trust and can take a variety of forms, such as a specific amount, a percentage of your estate or a certain asset.

Donate your home and continue living there. Take a tax deduction in the year of the irrevocable gift, live in your home throughout your lifetime and your home will go to the Foundation upon your passing. The home sale proceeds will be used to create a fund of your choosing.

You can make charitable gifts of life insurance policies in several ways. You can name the Foundation as a beneficiary of group insurance or individually-owned policies, or donate a new or partial policy that has been paid up. The donor names the Foundation as a beneficiary and transfers ownership of the policy.

These assets are directed by a separate beneficiary designation form, not by your will. Simply request the appropriate form for changing or adding a beneficiary and indicate the Jewish Community Foundation of Greater Hartford, Inc. as the beneficiary. Our tax ID number is 06-1372107.

You irrevocably transfer cash or property to the trust creates two interests – an income interest for an individual beneficiary named, and a remainder interest for the Foundation. The income interest can be paid for the life of the beneficiary or for a term of up to 20 years. Upon the death of the income beneficiary, or at the end of the specified term of years, the balance of the trust assets is held by the Foundation in a named endowment fund. Trust payouts are either a fixed percentage of the trust assets or a fixed dollar amount.

You irrevocably transfer cash or property to the trust creates two interests – an income interest for an individual beneficiary named, and a remainder interest for the Foundation. The income interest can be paid for the life of the beneficiary or for a term of up to 20 years. Upon the death of the income beneficiary, or at the end of the specified term of years, the balance of the trust assets is held by the Foundation in a named endowment fund. Trust payouts are either a fixed percentage of the trust assets or a fixed dollar amount.