Planned Giving: This is Legacy

by | May 11, 2023

Did you know that you can make a planned gift to Jewish Senior Life Foundation (JSLF) and include your loved ones in your estate plans? Planned giving is a beautiful way to support the people, causes, and organizations that you care about long into the future. One of the ways that Jewish Home is able to consistently provide leading care is through the legacy and generosity of those who came before us. By including JSLF in your estate plans, you help us to continue to provide excellent care for generations to come.

CONSIDER MAKING A PLANNED GIFT

There are many ways to make a planned gift, and your planned gift should be as unique as you are. We can work with you and your financial, personal estate, and/or tax advisors to customize your legacy gift to JSLF. Some ways others have made gifts to JSLF in the past include:

  • Bequest/Will
  • Individual Retirement Account & Pension Benefits
  • Life Insurance
  • Gifts by Bequest or Living Trust
  • Financial and Brokerage Accounts
  • Life Income Instruments
  • Appreciated Stocks
  • Transfer of Entrance Fee*
    (*for Summit at Brighton residents)

WE CAN HELP YOU GET STARTED TODAY

It’s simple and easy to take the first step in the process: reach out to the JSLF staff today. The JSLF staff has successfully facilitated planned gifts for years and would be pleased to answer any questions you may have. Reach us at foundation@jslfoundation.org.

— Ed Bloom, Donor

“It feels good to know we’ll leave a meaningful gift and lasting legacy. I was inspired by an inherited legacy of giving. It started with my grandfather and continued on with my father. Now it’s my turn to show the next generation the importance of giving back to the community that has given our family so much.”