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Bequest Language

1. General Bequest:

I give $_____ [or specified property] to the Jewish Federation of Cleveland, Cleveland, Ohio (the "Federation"), to be used exclusively for the ongoing charitable purposes of the Federation, and not subject to the general obligations of the Federation.

2. Specific Bequest to Establish a Named Endowment Fund:

I give $_____ [or specified property], to the Jewish Federation of Cleveland, Cleveland, Ohio (the "Federation"), to establish a fund to be known as the "[NAME] Endowment Fund" (the "Fund"), to support [purpose], to be administered in accordance with the Federation's current and future rules governing the operation of endowment funds, and to be used exclusively for the charitable purpose of the Fund and the ongoing charitable purposes of the Federation, and not subject to the general obligations of the Federation.

3. Specific Bequest to an Existing Fund of the Federation:

I give $_____ [or specified property], to the Jewish Federation of Cleveland, Cleveland, Ohio (the "Federation"), to augment the [NAME] Endowment Fund of the Federation (the "Fund"), to be administered in accordance with the Federation's current and future rules governing the operation of endowment funds, and to be used exclusively for the charitable purpose of the Fund and the ongoing charitable purposes of the Federation, and not subject to the general obligations of the Federation.

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Contact Us

Erika B. Rudin-Luria President 216-593-2867 [email protected]
Rachel Lappen Chief Development Officer 216-593-2841 [email protected]
Mindee Fredman Vice President, Supporting Foundations 216-593-2805 [email protected]
Ann Garson Asst. Vice President/Funds and Foundations 216-593-2814 [email protected]
Jennifer Schwarz Managing Director/Philanthropic Planning 216-593-2816 [email protected]
Rabbi Jeremy Pappas Managing Director/Campaign 216-593-2871 [email protected]
Lisa Hacker Senior Director/Life & Legacy ® 216-593-2752 [email protected]
Matthew Kaliff Senior Director/Endowment Development & Supporting Foundations 216-593-2831 [email protected]
Tal Rothstein Senior Director/Foundations 216-593-2861 [email protected]
Brian Freedman Development Officer, Endowments 216-593-2835 [email protected]

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