Planned Giving

National statistics reveal that in the next decade over $10 trillion is expected to change hands through individual estates. Planned gifts in various forms are magnificent acts of tzedakah, especially when they memorialize the donor's commitment to Jewish continuity in perpetuity.
 

Ways to Give
 
Cash - Write a check, use your VISA or MasterCard and receive a full tax deduction.

Securities - Donate appreciated long term securities, avoid tax on appreciation and receive a tax deduction equal to the current market value of the stock.

Bequests - Designate the Jewish Day School of the Lehigh Valley as a beneficiary in your estate. This will reduce taxes otherwise payable by your estate.

Life Insurance - Take out a policy for the Jewish Day School of the Lehigh Valley and receive a tax deduction for premium payments or donate policies whose protection you no longer need and receive an immediate tax deduction.

Charitable Gift Annuity - Receive guaranteed income for life or two lives at a generous payout rate and the balance will benefit the Jewish Day School of the Lehigh Valley.

Charitable Remainder Trusts - Pays you income during your lifetime with substantial tax deductions. The Jewish Day School of the Lehigh Valley is the recipient of the remainder at the end of the trust term.  

Charitable Lead Trust - Donate part of your estate to a trust now and the income goes into a fund you set up for the school. This reduces estate taxes and the remainder goes to your heirs.
 
Ask your accountant or attorney how you can maximize your tax benefits while ensuring the future for the Jewish Day School of the Lehigh Valley. The Jewish Federation of the Lehigh Valley has a planned giving professional available to meet with you as well. For further information, contact Pam Lott, President of the Jewish Day School of the Lehigh Valley, at 610-437-0721 or pamlott@rcn.com.