A Charitable Bequest


A charitable bequest is one of the easiest and most flexible ways that you can continue your tradition of lifetime giving to The Associated. Your gift can have a meaningful impact on the Jewish future.

How does it Work?
– Include a bequest to The Associated in your will or revocable trust*.
– Designate The Associated as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension).
– Name The Associated as a beneficiary of your life insurance policy or investment or bank account.

What are the benefits?
– A bequest does not affect your cash flow.
– Your assets remain in your control during your lifetime.
– You can modify or revoke your gift at any time if circumstances change.
– You can direct your gift to fields of interest you feel passionate about.

Sample Language for a Charitable Bequest
1) You can gift a specific dollar amount or asset
“I hereby give, devise, and bequeath [$DOLLARS/ DESCRIPTION OF PROPERTY] to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID #52-0607957, for its general endowment. (You may designate a use for the bequest here).”

2) You can gift a percentage of your estate
“I hereby give, devise, and bequeath [Percentage%] of my total estate, determined as of the date of my death, to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID #52-0607957, for its general endowment. (You may designate a use for the bequest here).”

3) You can gift from the balance or residue of your estate
“I hereby give, devise, and bequeath to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID # 52-0607957, [ALL/Percentage %] of the rest, residue and remainder of my estate to be used for its general endowment. (You may designate a use for the bequest here).”

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