Legacy Gift Planning Worksheet

Our Legacy Gift Planning Worksheet is a tool to help you think about your charitable legacy. What are you most passionate about in the community? If you thought of the community like it was one of your children, how would you want it to be cared for?

Use this worksheet to help you think through what’s really important to you, and use that to design your legacy giving plan.

>> Download the worksheet (PDF format)

CoupleAlso, feel free to contact us. Our mission is to help Jewish individuals and families in the East Bay—whatever their means, circumstances and goals—design giving legacy plans that express their values, work with their finances, and insure the future.

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>> Why Create a Jewish Legacy?

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