How Can I Create a Jewish Legacy?

1. Think about your vision

Creating a Jewish legacy involves a gift, but it starts with your vision. As such, you are encouraged to first think about what is most important to you.

Ask yourself:

  • Which charitable organizations do I support now, and why? Which ones truly embody my values?
  • What kind of world would I like my family and future generations to live in? Which organizations should receive a legacy gift from me so my vision of the future can get closer to reality?

2. Make a commitment

Boy with tzedakah boxYou don’t have to figure out your legacy gift right away. But when you’ve made the commitment to remember the community in your plans in some way, you’ve made the most important step.

3. Fund your Legacy Gift

There are different ways to plan a legacy gift. Some can even be completed without the help of an advisor, although you are always encouraged to consult a professional to insure that your charitable plans are consistent with your plans for other loved ones.

CoupleEveryone has a unique family and financial situation. Your legacy gift of any size can be designed to match your personal circumstances. Options include:

4. Be an example to others

Once you've planned your legacy gift, let the beneficiary organization know. They will want the chance to thank you for your commitment.

If you are making a legacy gift to a Create a Jewish Legacy partner organization, you will also become a member of the East Bay Jewish Legacy Society. The Legacy Society holds special community-wide events for members, and with your permission, publishes your name to encourage others you know to create Jewish legacies.

As a member of the East Bay Jewish Legacy Society, you will be invited to write a message to the community in our Book of Life.

 

>> Funding My Legacy Gift

>> Contact Us

>> Frequently Asked Questions