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Charitable Bequests

You can make a gift that will endure the test of time.

Collage of people and images Your Will is an important element in your estate plan that enables you to protect the people you love, create a lasting partnership with federationand the Jewish Community Foundation of MetroWest, and help ensure the future of the Jewish community. A statement about the things that were important to you in your lifetime, your Will is your formal, legal instrument to protect and ensure that commitment for future generations.

Can anything be more important? Yet, more than 60 percent of all Americans die without a Will.

Your charitable bequest may include cash, securities, insurance, or property. Your taxable estate is reduced by the total amount of the gift while you retain use of the assets during your lifetime.

A Promise for the Future

Not ready to create your personal legacy but do know that you want to do so in the future? You can declare your intention to establish a charitable bequest to express your enduring commitment to your Jewish community by signing a Declaration of Intent today.

While not a legal document, your Declaration of Intent is your promise to include your Jewish federation in your estate plan.

For more information about a charitable bequest to your federation and your community, or to sign your Declaration of Intent, or contact your personal financial advisor today.

How to Begin

For more information about how planned giving and legacy opportunities can work for you, your family, and your community, or contact your personal financial advisor today.

Disclaimer: Jewish Community Foundation of MetroWest does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.