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Develop Your Vision

It starts with your personal vision. Think about what is most important to you—your values, passions and vision for the Jewish community and beyond.  Discuss your ideas with family and trusted financial advisors and the professional gift planning professionals at the Foundation.

Declare Your Intent

When you make the decision to set aside a part of your estate for charitable causes, you’ve made your first important step. You do not have to know the details of your legacy gift right now. Remember to contact the Jewish Community Foundation to share your intent and start working together on the details of your plan.  Your conversations are strictly confidential.

Personalize Your Legacy Plan

We are here to help you design your personal legacy plan that describes the purposes of your gift and which organizations and causes you want to support. It ensures that details of how your gift should be used in the future are clear and appropriately documented.

Document Your Legacy Plan

The Jewish Community Foundation is here to help you with this important step. To ensure that your intent and wishes are honored today and for the future, contact the Foundation for help in designing and customizing your personal legacy plan.

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