CJL Workshop #1

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Create a Jewish Legacy

FROM INTENT TO IMPACT: FORMALIZING PLANNED GIFTS

Calling all legacy teams!

Discover how professional advisors help turn donor intentions into lasting impact. Join us for a dynamic panel discussion with seasoned PAC members as we explore donor motivations, legacy gift strategies, popular giving vehicles, and what to do when Letters of Intent (LOIs) stall. Don’t miss this engaging and practical session!

Thursday, October 23, 2025 • 8:30 – 10:00 AM

Levine Board Room at the Jewish Federation of South Palm Beach County

9901 Donna Klein Boulevard • Boca Raton, FL 33428

Light bites will be served. Dietary laws observed.

Kindly RSVP by Monday, October 20, 2025.

For more information, please contact Lisa Barash, Foundation Philanthropic Officer at (561) 852-3166 or LisaB@jewishboca.org.

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