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FREQUENTLY ASKED QUESTIONS

What is Create a Jewish Legacy?

Create a Jewish Legacy is an initiative of the Jacobson Jewish Community Foundation (JJCF) of the Jewish Federation of South Palm Beach County, in partnership with 15 local Jewish organizations, including day schools, synagogues and social service agencies. The goal of the program is to promote legacy giving so that the Jewish community institutions and programs in South Palm Beach County will thrive for generations to come. All of us – regardless of age, wealth, family status or affiliation – have the ability to help build a strong, vibrant community well into the future.

What is the LIFE & LEGACY Initiative?

LIFE & LEGACY is a 4-year partnership with the Harold Grinspoon Foundation (HGF) that assists communities in promoting after-lifetime giving to benefit local Jewish organizations. Through training, support and monetary incentives, the initiative motivates Jewish organizations to secure legacy gifts, steward donors and integrate legacy giving into the philanthropic culture.

Local organizations went through an application process; 11 will be taking part in the LIFE & LEGACY initiative and will be eligible for consulting and to receive incentives, while all 15 CJL organizations will benefit from the educational programming.

When should I start to think about leaving a legacy?

The answer is different for each individual. Some people make their wills when they have a first child. Others, when they receive an inheritance. It's never too early to think about how you wish to support your favorite Jewish causes.

I’m not wealthy – are legacy gifts right for me?

No matter what your income or estate value, your gift is important. Every gift is essential in keeping vital programs alive to benefit future generations. Also, legacy gifts may not require cash now or in your lifetime.

How do I begin?

First, reflect on your Jewish passions. What is important to you about our faith and people? What organizations in our community do you want to support now and well into the future? Next, talk with your family and trusted financial or legal advisors about your priorities and financial goals. Then contact us for a confidential conversation with a planned giving professional to help you decide which options are appropriate for you.

For a confidential consultation, contact Lottie Nilsen, Director, Foundation Community Development, at 561.852.3109 or Lottien@bocafed.org.


CONTACT INFORMATION

Lottie Nilsen, Director, Foundation Community Development
561.852.3109 | LottieN@bocafed.org