IT’S YOUR LEGACY: What is it?

IT’S YOUR LEGACY represents a shared commitment by Twin Cities area community organizations, schools, and congregations to work together to secure a more vibrant Jewish future.

IT’S YOUR LEGACY allows you to easily create a legacy benefiting one or more of the organizations that are important to you.

Creating your legacy empowers you to further the work and values that are important to you. You can:

PERPETUATE the Jewish traditions and values you cherish

PRESERVE the programs and organizations you care about

PLAN for your family’s philanthropic interests and enjoy tax advantages

Creating a legacy is a meaningful, personal way to honor loved ones, and to teach your children and grandchildren the value of philanthropy. By leaving a legacy you will help ensure a strong, vibrant and engaging community into the future.

You can make a commitment, either through a current or future gift to a local Jewish organization’s endowment fund, or by declaring your intent to remember Jewish causes in your will or estate plans.

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 institution or a broader area of interest (e.g., elderly care, Jewish education, summer camp experiences, programming for community members with special needs, or scholarships for Israel experiences.)

IT’S YOUR LEGACY is an initiative of the Jewish Federation of Greater St. Paul and the Minneapolis Jewish Federation, created in partnership with the Harold Grinspoon Foundation’s LIFE & LEGACY™ program.

IT’S YOUR LEGACY Is for Everyone

All of us, regardless of age, wealth or affiliation, have the ability to make a difference for future generations.

Creating your Jewish 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
  • Charitable Gift Annuity
  • Charitable Remainder Trust

 

This might seem overwhelming, but we’re here to help. IT’S YOUR LEGACY professionals can work with you and your professional advisor to identify the best option for you.

Through IT’S YOUR LEGACY, you can create lasting impact to match your values and passions with the community’s needs. A legacy gift of any size can be designed to match your personal situation.

Together, we can impact the future of the Jewish community and make a difference in the lives of generations to come.

The facts…

The simplest method of creating your legacy is through a will or estate plan, or by adding (or changing) a beneficiary designation with other assets, such as retirement funds and life insurance. You can create a Jewish legacy with a percentage of your estate or a dollar amount that’s comfortable for you. You can commit a cash gift now that goes directly into the endowment. Some gifts can be structured to increase your current income, and the residual will benefit Jewish organizations you value. All of this can be done at no cost to you today.

Leadership

Our chairs help guide, structure, and oversee the launch and further implementation of the IT’S YOUR LEGACY program:

– Lori Fritz, Minneapolis Co-chair
– Barry Glaser, Greater St. Paul Co-Chair

Take the next step. Turn your dreams into reality.
Contact us today for a no-obligation, confidential conversation.

IT’S YOUR LEGACY is a program sponsored and presented by the Jewish Federation of Greater St. Paul and the Minneapolis Jewish Federation in partnership with the Harold Grinspoon Foundation’s LIFE & LEGACY™ initiative, and is a collaborative effort of our communtiy organizations, schools, and synagogues.

IT’S YOUR LEGACY is partnering with the institutions listed below. In addition, we are happy to accept gifts on behalf of your most cherished organizations.

Neither the Jewish Federation of Greater St. Paul and Minneapolis Jewish Federation nor IT’S YOUR LEGACY partner agencies are engaged in rendering legal or tax advisory services. Individuals considering gifts to the Jewish Federation of Greater St. Paul, Minneapolis Jewish Federation, or its IT’S YOUR LEGACY partner agencies should obtain the services of a financial advisor, such as an attorney, certified public accountant and/or chartered life underwriter.