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Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. You invest in the future of the Jewish community.
  2. You perpetuate your beliefs and become a role model for future generations.
  3. You become a member of the Federation's Legacy Society and join many others who are making a significant difference in the lives of so many.

How can I learn more?

How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Jewish Federation of Cleveland as part of your estate plan.

What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


Contact Us

Steve Hoffman 216-593-2900 shoffman@jcfcleve.org
Hedy Milgrom 216-593-2850 hmilgrom@jcfcleve.org
Alan Gross 216-593-2818 agross@jcfcleve.org
Michael Cole 216-593-2795 mcole@jcfcleve.org
Ann Garson 216-593-2814 agarson@jcfcleve.org
Matthew Kaliff 216-593-2831 mkaliff@jcfcleve.org
Carol Wolf 216-593-2805 cwolf@jcfcleve.org

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© 2018 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.