Legacy Gifts & Endowments
What will your legacy be?
With a Jewish Federation legacy, you will be remembered for helping Jews in need today and building the community of tomorrow. This legacy ensures that you and your values live on.
Your legacy gift supports and sustains Jewish community and guarantees that the most vulnerable among us will know they are not alone in the world. Through your Federation legacy, you have the power to ensure families in need will not just survive, but will have the opportunity to thrive and live full Jewish lives.
For more than 100 years, The Federation has been meeting the needs of the community – and with your partnership we will continue to make sure that community is there for our children and our children’s children. Whatever your passion, together we can ensure the Jewish future. Thanks to your gift, your values will live on in Los Angeles, Israel, and around the world. You can help a child build the foundation of a lifelong identity at Jewish summer camp, connect young adults to Jewish life in new and meaningful ways, support our impactful work in Israel, and more.
Ways to Plan
Los Angeles in your will or trust. A gift from your estate can ensure that your children and grandchildren know how important the Jewish community is to you and help you pass on your values to them. Inserting this simple language can help ensure your values are remembered for generations:
“I give [_____ percent (___%) of my estate /or/ _____ dollars ($____) /or/ the residue of my estate] to The Jewish Federation Council of Greater Los Angeles (The Federation), located at 6505 Wilshire Boulevard, Los Angeles, CA 90048. The Federation’s EIN is: 95-1643388.”
By naming The Jewish Federation in your will or trust, you’ll become a member of the Legacy Society and will be with all those who share your values and commitment to our people and the Jewish community. Click here for other language you may wish to use in your will or trust to ensure that your gift reflects the Jewish values that speak to you most. The Federation has been serving the community for over 100 years, and in partnership with you, we will be strong for generations to come.
Many of our donors like to honor a family member by making a memorial gift to the Federation in their will or trust. Leaving a gift in your will or trust is a time-honored way of ensuring that your annual support of The Jewish Federation continues for generations to come.
To leave a legacy of your values while leaving the majority of your funds to your loved ones, name The Jewish Federation as a beneficiary of a specific dollar amount or percentage of your estate.
To leave The Jewish Federation what’s left after loved ones are provided for, use a residuary bequest. The Jewish Federation will be “second in line” after all costs and bequests to others have been satisfied.
To leave your estate to family and friends, unless you outlive one of your beneficiaries, consider a contingent bequest. This is often used by husbands and wives who stipulate that if the other spouse is not living, then the bequest specified for that spouse will go to The Jewish Federation.
To leave a gift to The Jewish Federation, consider including this language in your estate plans:
“I give [ __ percent of my estate, or description of asset, or ____ dollars] to The Jewish Federation Council of Greater Los Angeles (The Federation), located at 6505 Wilshire Boulevard, Los Angeles, CA 90048. The Federation’s EIN is: 95-1643388.”
Retirement plan assets passed on to your heirs are subject to taxes that most other assets are not. Thus, naming The Jewish Federation of Greater Los Angeles as the beneficiary of your retirement plan is one of the most efficient ways of passing on your values to the next generation. These assets are not governed by your will or trust. You must use a separate beneficiary designation form that can only be provided by the administrator of your retirement plan. On that form name the Federation with the following language:
“The Jewish Federation Council of Greater Los Angeles (EIN: 95-1643388).”
Congress is considering once again renewing the IRA Charitable rollover bill. For sample language directing your IRA administrator to make a gift to the Federation from your account, please click here.
A life insurance policy that you no longer find useful, or a new one purchased with The Jewish Federation of Greater Los Angeles as both owner and beneficiary, is a great way to leverage your Jewish legacy. Contact your insurance professional to discuss your options. For a list of referrals, call us at 323-761-8216, or e-mail BBerger@JewishLA.org.
Do you wish you could afford to do more to help the community and make a larger gift? Life income plans allow you to make a donation of cash or assets and receive an income for your lifetime. Each type of plan has unique benefits and is more or less appropriate depending on the assets you are considering using to fund the gift. Call to discuss if a charitable gift that pays you income makes sense for your situation.
For Trustees and Professional Advisors
If you are a trustee, financial advisor or attorney preparing a will or trust, or you are helping an individual do so and need the legal name of The Jewish Federation of Greater Los Angeles, please use the following designation.
- The Jewish Federation Council of Greater Los Angeles (Tax ID 95-1643388)
- Please note that The Federation was formerly known as the United Jewish Fund and many Trusts established over the past several decades refer to us using that name. If you are administering a trust with the United Jewish Fund named as a beneficiary, please contact us at 323-761-8216 or MHammerman@JewishLA.org. If you are updating older documents or drafting new documents please use The Jewish Federation Council of Greater Los Angeles (Tax ID 95-1643388).
If you are administering an estate that names either The Jewish Federation of Greater Los Angeles, The Jewish Federation Council of Greater Los Angeles, The Jewish Federation, or the United Jewish Fund as a beneficiary, please contact us. We look forward to speaking with you to express our gratitude for the gift, to inquire how and to whom we might acknowledge it, and to thank you for your role in its reaching us.
If you are working with a client and have any questions about making a gift, or about the Jewish Federation or Jewish Community in general, please feel free to contact us at 323-761-8216 or BBerger@JewishLA.org.
If you are working on drafting a document before or after normal business hours and you need information immediately, please feel free to e-mail or call us.
Please direct all estate gift correspondence to:
The Jewish Federation Council of Greater Los Angeles
C/O Planned Giving and Endowments
6505 Wilshire Blvd., Suite 1000
Los Angeles, CA 90048