Legacy Giving Options

Are you concerned about what will happen to your money after you’re gone? Do you want to be sure that it will be used for a good cause? Consider leaving a legacy gift!

 

Leaving a Legacy gift can be as simple as:

  • Adding Beth Jacob Legacy Fund to your will via a codicil (addendum)

  • Naming BJLF as a beneficiary of an investment account, IRA, or life insurance.

 

Specify how your fund will be used through a designated fund.

 
 
 

Explore these financial options to see which is the best fit for you

 
 
 

Have questions?

We know that some of the most interesting and tax-efficient options can be complex. That is why Beth Jacob Legacy Fund works with your attorney, accountant, and other advisers in helping you take advantage of these programs.

These descriptions are informational only and do not constitute legal or tax advice. Please consult with a financial or estate planning professional to understand the implications of a gift for your particular goals.

Local attorneys who handle wills: