Planned Giving

Text Resize

Create a Jewish Legacy

Create a Jewish Legacy is a program designed to train and support Chicago's Jewish day schools, agencies, and synagogues in the area of legacy giving. Supported by the Harold Grinspoon Foundation and an anonymous donor, Create a Jewish Legacy will help ensure the sustainability of the Jewish community for years to come.

Why Create a Jewish Legacy?

In one way or another, your life is rooted in Jewish experiences connecting you to the Jewish community. Chances are you already support Jewish charitable organizations in Chicago, but have you included these organizations in your will or estate plan? By leaving a legacy, you can assure that the traditions and institutions that mean so much to you today will be there for future generations. See a list of participating organizations.

By making a legacy commitment you can:

  • Express values instilled in you by your parents and grandparents.
  • Perpetuate the Jewish traditions you cherish.
  • Preserve the programs and organizations that support Jewish life in Chicago.

How to Create a Jewish Legacy

  1. The simplest way to Create a Jewish Legacy is through a bequest in a will or estate plan.
  2. You can add (or change) a beneficiary designation on an IRA or pension fund or life insurance policy. Your legacy commitment can be expressed as a specific dollar amount or as a percentage.
  3. You can establish an endowment by making a contribution of cash or assets now or at the time your gift is realized.
  4. Additionally, some gifts can be structured to increase your current income through a Charitable Gift Annuity or Charitable Remainder Trust.

You can make it happen in four easy steps:

  1. Reflect on your Jewish passions and discuss them with your loved ones.
  2. Contact the participating organization (or organizations) closest to your heart. If you make your legacy commitment now, or share with the community that you have already done so, the organizations to whom you make that commitment can secure a $10,000 incentive grant!
  3. Have a conversation with a Legacy Team Member or simply fill out a Declaration of Intent Form.
  4. Formalize your commitment by having a conversation with your personal financial advisor or contact legacy@juf.org.
scriptsknown