Ten Easy Ways to Create Your Jewish Legacy

1. Prepare a will. Only about 30% of Americans have one. Without a will, you may lose control over your assets.


2. Leave a gift in your will for the Jewish Federation of Greater Atlanta and other Jewish charitable organizations that made a difference in your life. Only about 8% of American households have included a bequest to a charity in their will or estate plan. Imagine the positive impact on our Jewish community if everyone made a planned gift to Federation. Read more…


3. Leave a specific dollar amount or a percentage of the assets in your will to Federation. You may wish to establish a Perpetual Annual Campaign Endowment (PACE) or Lion of Judah Endowment (LOJE) to perpetuate your annual campaign gift by specifying an amount equal to 20 times your current annual campaign gift. Read more…


4. Consider using assets for your charitable gift. These include but aren’t limited to: cash, stocks, securities, bonds, CDs, or real estate. Such gifts may even provide tax savings. Read more…


5. Name Federation as the beneficiary of your pension plan or IRA. Read more…


6. Purchase a new life insurance policy naming Federation as the owner/beneficiary or name Federation as the beneficiary of an existing life insurance policy. Read more…


7. Purchase a Federation Charitable Gift Annuity. Read more…


8. Remember loved ones with memorial gifts.


9. Encourage family and friends to leave gifts to Federation in their wills.


10. Ask your financial advisor to include charitable giving as a part of their client counseling.

For further information contact our office at 404-873-1661 or by e-mail at legacy@jfga.org.

We encourage you to discuss your intentions with our staff and your professional advisors.

For more information on Jewish Atlanta’s Create a Jewish Legacy Program, click here.