|
Create a Jewish Legacy encourages the creation of
bequests and endowments to ensure the long-term viability and sustainability of
the Richmond Jewish community.
Participating institutions include Beth Sholom Lifecare Community, Chabad of Virginia, Congregation
Kol Emes, Jewish Community Federation of Richmond, Jewish Family Services, Keneseth
Beth Israel, Richmond Jewish Foundation, Rudlin Torah Academy, Congregation Beth
Ahabah, Temple Beth-El, Virginia Holocaust Museum, and the Weinstein JCC. Ask your attorney how you can Create a Jewish Legacy. Simply leave the
Richmond Jewish Foundation a bequest in one of the following ways:
- A particular percentage
- A specific dollar amount
- A beneficiary designation
- An item of personal property, or
- A parcel of real property
to endow a cause of your choice forever!
BEQUEST - A gift of personal property contained in a will.
Such property may include cash, stocks, bonds, mutual fund,
land or other assets. It is regarded as synonymous with legacy.
- source Barron's Law Dictionary 2nd Edition |
|
|
|
Sample Legacy Language
• General Bequest
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation to be used in support of its general charitable purposes."
• Bequest to Establish a Field of Interest Endowment
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used to create the [name of family or loved one] Fund, a field of interest endowment fund, the income of which is to be paid for ______________ (you may choose one of the following or another field of interest: Jewish education, elderly, Israel, tolerance and community relations, arts and culture, or social services).
• Bequest to Be Used for the Genesis Fund
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used in support of the Genesis Fund and to support its charitable purposes." • Bequest to Be Used in Richmond "I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used in support of its charitable purposes in the Richmond area."
• Bequest Benefiting a Specific Foundation Program or Activity
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used by it for... (e.g., Foundation annual meeting speaker sponsorship, endowment challenge grant, tax and legal seminar, marketing or newsletter support, technology, Jewish Foundation operations,)."
• Bequest Benefiting a Specific Local Agency or Congregation
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used by it for... (Temple Beth El, Beth Sholom Campus, Jewish Community Federation of Richmond, Jewish Family Services, Rudlin Torah Academy, Virginia Holocaust Museum, Weinstein Jewish Community Center, etc)."
• Bequest Benefiting a Specific Community Program or Activity
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used by it for... (educational scholarships; social work counseling; annual campaign; museum exhibits; rehabilitation services; or preschool reading readiness programs. )."
• Bequest Benefiting a Specific Existing Fund
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used by it for... (e.g., Rachel Banks Youth Fund; November Opportunity Fund; Ladin Fund for Beth Sholom; Rudlin Torah Academy Endowment Fund; Arenstein Youth Enrichment Fund; Evans Emergency Nutrition Fund; Ipson Holocaust Education Fund or the Sisisky Passport to Israel Fund.)."
• Bequest Perpetuating a Family Name
"I give and bequeath the sum of $x (or x% of my residuary estate) to Richmond Jewish Foundation, to be used by it to create the [name of family or loved one] Family Fund, an endowment fund, the income of which is to be paid year by year, for use for the general (or restricted) charitable purposes of Richmond Jewish Foundation.
For more information about making a bequest to benefit Richmond Jewish Foundation, contact Dan Weintraub dweintraub@rjfoundation.net (804 545-8624).
This information is educational only. You should consult your attorney about the applicability to your own situation of the legal principles contained here.
For over 25 years, Richmond Jewish Foundation has provided planned giving and endowment services, including agency fund administration, donor-advised funds, charitable trusts, scholarships and more, to individual donors, families and charities interested in either Richmond area causes or matters of concern to the Jewish community. Stewart Kasen serves as President of Richmond Jewish Foundation and Dan Weintraub is the Executive Director. For more information, visit www.rjfoundation.net
* * * * |
|
| |
|
Create a Jewish Legacy is funded by the Richmond Jewish Foundation and the
Jewish Community Federation of Richmond. It is a United Jewish Communities pilot program.
For information about Create a Jewish Legacy, please visit www.createlegacy.org or contact Robert Nomberg, Legacy Development Director, at 804 545-8656.
How Will You Be Remembered? What Legacy Do You Want To Leave?
You can make a gift that will endure the test of time.
Create a lasting partnership with Richmond Jewish Foundation and help ensure the future of the Jewish community.
Leaving a bequest to Richmond Jewish Foundation enables you to create a permanent legacy that can help Jews in need forever. Your Will is a statement about the things that were important to you in your lifetime as well as your formal, legal instrument to protect and ensure that commitment for future generations. Your charitable bequest to benefit Richmond Jewish Foundation may include cash, securities, insurance or property. Your taxable estate is reduced by the total amount of the gift while you retain use of the assets during your lifetime. Add the simple bequest language on this web page to your will to preserve the Jewish community ... for years to come.
And please let the Jewish Foundation know so we can say thank you.
For information about planned giving or wills presentations, please log on to www.rjflegacy.org.
This information is not intended as legal advice. Please consult with your attorney to prepare your will or estate plan.
|
|
|
|
|
|
