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GETTING STARTED

HOW DO I PARTICIPATE?

All of us, regardless of age, wealth, or affiliation, have the ability to leave a legacy.

Your legacy gift of any size can be customized and structured to fit your dreams, lifestyle, family and financial needs. You can provide support for a particular organization or area of interest.

Leaving a legacy is simple. Some options include:

  • Bequest in a will
  • Gift of Life Insurance
  • Gift of IRA or Pension Funds
  • Gift of cash or assets
  • Lifetime Income Vehicle

HOW DO I BEGIN?

It’s simple!

  • Reflect on your Jewish passions
  • Contact one of the participating organizations
  • Have a conversation with a Legacy Team Member
  • Fill out a Letter of Intent Form
  • Formalize your commitment by connecting with your personal financial advisor. Some tips:
    • The simplest method of leaving a legacy is through a will or estate plan
    • You can also add (or change) a beneficiary designation on a retirement fund or life insurance policy
    • Your legacy commitment can be a percentage of a specific dollar amount
    • You can establish an endowment with a contribution now or at the time your gift is realized
    • Some gifts can be structured to increase your current income

How will you assure our Jewish future? By leaving a legacy today!

Please consult your financial advisor or 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