Create a Jewish Legacy: Declaration of Intent

Create a Jewish Legacy: Declaration of Intent

In the tradition of our Jewish people, I wish to share my blessings with others. Therefore, I am joining the Create a Jewish Legacy program to provide for, and leave my imprint on, our Jewish community for generations to come. It is my intention to include Jewish Federation of San Diego County in the planning of my estate as part of my charitable legacy.
I have made arrangements through my estate plan to leave a legacy gift.*

Yes
This gift will be made through the following vehicle(s):*

Bequest in will or trustBeneficiary of IRA or retirement planLife InsuranceCharitable Gift AnnuityCharitable Remainder TrustI’d like to schedule a meeting to discuss options.Other
I have not yet made arrangements, but I plan to do so within the next:*

3 months6 monthsPlease contact me to prepare a complimentary Legacy Plan.
It will be our honor to include you in our community-wide celebrations. Donor confidentiality is always respected. Please indicate your preference: To inspire and encourage others to make commitments to Jewish causes for the future, I permit my name to be listed by:*

Jewish Community FoundationJewish Federation of San Diego CountyI wish to remain anonymous
Contact Information
Name(s) as you would like to be listed:*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Phone (Home/Primary)*

Area CodePhone Number
Phone (cell)

Area CodePhone Number
Email 1*
Email 2
Electronic Signature 1*

First NameLast Name
Electronic Signature 2

First NameLast Name
*This Declaration of Intent is not a legal obligation and may be changed at my discretion.
Should be Empty:

Create a Jewish Legacy: Declaration of Intent

Contact Information