Legacy Gift Letter of Intent

Legacy Gift Letter of Intent
Thank you for making a legacy gift to our community! This nonbinding commitment is a powerful testament to your generosity and your belief in the future of a vital Jewish community in Minnesota and beyond.
Full Name*
Date of Birth

MonthDayYear
Additional Name (if joint gift)
Additional Name Date of Birth

MonthDayYear
Address*
City*
State*
Zip*
Phone Number*
Format: (000) 000-0000.
Email*
example@example.com
Please choose one of the following:*

I/We permit my/our name(s) and/or photographs to be included in materials to inspire and encourage others to make commitments for the future. I/We understand that the Federation will never publicly disclose the amount of our gift.I/We prefer to remain anonymous.
My/our names should appear as follows (if gift is not anonymous):
My/our gift will be completed through a:*

Will/BequestRetirement Plan (IRA)Donor Advised FundCharitable Gift AnnuityLife InsuranceTrustOther
Name of institution where assets are held, if applicable:
Such as Fidelity, Prudential, Edward Jones, etc.
Please consider uploading any relevant documentation to support your gift, such as relevant pages of a will, life insurance policy, or charitable remainder trust. Providing such documentation helps us to make sure we get the details of your gift right!

Cancelof
For long-term planning purposes, the estimated value of my/our gift as of today is:
(If your gift is a percentage of your estate, or a specific asset, please indicate the approximate current value of your gift.)
Your Gift Designation

Please indicate below the intended recipient organization(s) and purpose(s) of your gift. If your gift is to be shared among multiple organizations, please indicate the percentage to be distributed to each organization.

Examples:

St. Paul Jewish Federation for an Annual Campaign Endowment (ACE)

or

St. Paul Jewish Federation to support PJ Library / Shlichut Program / Chaplaincy / Scholarships / etc

or

50% JCRC, unrestricted; and 50%, St. Paul Jewish Federation for an ACE

Please feel free to contact us for help completing this section.
Click here for more information about common gifts to the Federation.
Enter your response here:
Please provide any additional details that you think may be helpful in making sure we understand the purpose of your gift. If possible, please also include names and contact information for your personal representatives.
This document does not create a binding commitment. By signing this form, you are simply acknowledging your current plans and giving us direction as to your wishes.*
Date*

MonthDayYear
Date
Should be Empty: