Keep Your Flame Shining Bright
The light we kindle today can continue to shine for generations.
A bequest is one of the simplest ways to create a charitable legacy. Because the gift is made through your will or revocable trust, you retain complete control of your assets during your lifetime and may update your plans as your circumstances change. Depending on your estate, a charitable bequest may also provide valuable tax advantages.
Whether you wish to support a synagogue, school, summer camp, Jewish Federation, or another vital organization, a bequest is a meaningful way to ensure your values shine bright for generations to come.
How a Bequest Works
Choose a Cause to Support
Your bequest can benefit one or more charitable organizations, or an unrestricted endowment fund.
Include Your Gift in Your Will or Trust
Your attorney can incorporate your wishes into your estate plan or update an existing will or revocable trust. The process is simple, tax-advantaged, and allows you to retain control of your assets; no decision, in your lifetime, is permanent.
Create Your Legacy
After your lifetime, your gift is distributed according to your wishes, helping ensure lasting support for the organizations and causes you love.
Types of Bequests
Specific Bequest
Leave a specific dollar amount, percentage of your estate, or particular asset to charity.
Residual Bequest
Leave all or a portion of the remainder of your estate after debts, expenses, and other bequests have been fulfilled.
Contingent Bequest
Based on a certain event or order of events. For instance, if you leave assets for a family member but they predecease you, then you leave that share to charity.
Getting Started
Planning to include a charitable bequest in your will or revocable trust? We’ve prepared sample language that you can share with your attorney as a starting point when incorporating your charitable wishes into your estate plan.
Create a Bequest
Ready to sustain the causes you love for future generations? Ghila is here to answer any questions and guide you in creating a meaningful and impactful Jewish legacy.
Ghila Sanders
Vice President of Philanthropic Advisory
gsanders@jewishatlanta.org
404-870-1611
