Planned Giving
Make a lasting difference by naming JBI as a beneficiary in your will. In doing so, you help ensure that JBI’s free services and meaningful work can continue for years to come.
There are many planned gift options, and each has certain advantages. Your financial advisor and JBI's Development Office can help structure a planned gift that will meet your and your family's financial and philanthropic objectives.
The Tikvah Society of JBI recognizes with appreciation the caring friends who indicate their intention to include JBI in their will or name JBI as the beneficiary of an insurance policy, trust, IRA or gift annuity.
My father held JBI as his primary charity, a commitment I remember even today, 65 years after his passing. That resonated deeply. For more than 40 years, I have supported JBI, and I now seek to honor my father through a planned gift. As Jews, we carry the responsibility of tzedakah. My decision to include a bequest to JBI reflects that enduring value, ensuring my family’s legacy of support continues.
– Richard Goldberg, Wilkes Barre, PA
Answers to common questions:
The answer is an emphatic yes! We make a mistake when we think only the wealthy need wills. A will is the best way to guarantee that your assets -- regardless of the size of your estate -- are distributed exactly the way you choose.
Your will involves important decisions for you and your family. It answers questions about who will inherit and how much. Most important, a will allows you to determine the manner in which your estate will be administered. Careful estate planning can result in significant tax savings for you and your heirs.
The state will make all the decisions about how your assets will be distributed. Your family may not benefit in the way you would like. People outside your family, as well as the charitable institutions you care about, will not be remembered.
You'll probably want to meet with an attorney, but before you do, you'll need to:
- Take inventory of your assets, noting how they're owned and their value
- List your important documents
- Decide which family members, friends, and charitable institutions you would like to provide for in your will.
Thoughtfully considering your will today helps you assure your legacy to the community tomorrow. In particular, a bequest to JBI offers you the satisfaction of knowing that you will touch the lives of members of the Jewish community, well into the future. You can designate JBI International as the beneficiary of a percentage of your estate, or you can designate a set amount or a particular asset.
If you have already included JBI in your will, please let us know so that we may honor you as a member of The Tikvah Society.
For more information about planned giving, please call Beth Rudich, Director of Development and Engagement, at .(JavaScript must be enabled to view this email address) or 212-812-2773.
Thank you for your support!
More Ways to Support Us
Donate by Phone
Donate by Mail
To make a donation by mail, print out our Contribution Form and mail your gift to:
JBI Library
110 East 30th Street
New York, NY 10016
Gifts of Securities
To make a gift of securities using the DTC Automated Stock Transfer System, please contact Beth Rudich, Director of Development, at 1-800-433-1531, or .(JavaScript must be enabled to view this email address).
