The Greater Miami Jewish Federation's Bequest Language
The amount can be specified in dollars or as a percentage of your estate.
Benefits:
- Does not affect your current income or assets during your lifetime
- Easy to create and modify with the assistance of an attorney if your circumstances change
- Effective planning tool to reduce estate taxes, if applicable
- Create a lasting legacy to be remembered
Bequest Language
In order to make a gift in your will or trust (bequest), you should speak with your attorney, who can help you include a bequest to the Greater Miami Jewish Federation in your estate plan. Here is some sample language to share with your attorney:
Bequest of a specific dollar amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to the Greater Miami Jewish Federation, a nonprofit organization located at 4200 Biscayne Blvd, Miami, FL, 33137, Federal Tax ID #59-0624404, for the Greater Miami Jewish Federation's general use and purpose.
Bequest of a percentage of your estate
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to the Greater Miami Jewish Federation, a nonprofit organization located at 4200 Biscayne Blvd, Miami, FL, 33137, Federal Tax ID #59-0624404, for the Greater Miami Jewish Federation's general use and purpose.
Restricted Bequest to Perpetuate Your Annual Campaign Gift
Forever Pacesetter Program:
The Forever Pacesetter program honors those donors who have chosen to perpetuate their Pacesetter-level annual gift. Through a minimum legacy commitment of $200,000, a Pacesetter-level donation of $10,000 or more would be made annually in your name to the Greater Miami Jewish Federation Annual Campaign beyond your lifetime, thus creating a lasting Jewish legacy. These funds help to provide the Federation with the resources to care for those in need, meet unexpected challenges and plan for the future, now and forever.
Sample language to share with your attorney:
I/We give, devise and bequeath the sum of $200,000 to the Greater Miami Jewish Federation, Inc., Miami, Florida (Tax ID# 59-0624404), to permanently endow a commitment to its Annual Campaign in my/our name, which shall be appropriately recognized as a Forever Pacesetter/Lion Endowment Fund.Forever Lion Program:
Created in 1972 by Norma Kipnis Wilson and Toby Friedland (both of blessed memory) for the Miami Women's Division Campaign, the Lion of Judah is now an international symbol of commitment to the global Jewish community. The knowledge that it cost $5,000 to rescue a family of four from the Soviet Union and bring that family to Israel was the determining factor for creating this dollar level.
Just as the Lion of Judah has its roots in Miami, so too does the Lion of Judah Endowment Society (LOJE), created by Mikki Futernick 25 years ago. The LOJE program honors women who have perpetuated their Lion of Judah-level donation, making them Forever Lions.
Through a minimum legacy commitment of $100,000, a donation of $5,000 or more would be made annually in your name to the Greater Miami Jewish Federation Women's Campaign beyond your lifetime, thus creating a lasting Jewish legacy. These funds provide a solid base of ongoing support for the Miami Jewish community forever.
Sample language to share with your attorney:
I give, devise and bequeath the sum of $100,000 to the Greater Miami Jewish Federation, Inc., FL, FL (Tax ID# 59-0624404), to permanently endow a commitment to its annual campaign in my name which shall be appropriately recognized as a Lion of Judah Endowment Fund.Contact Us
Please contact us if you have any questions about how to make a bequest to the Greater Miami Jewish Federation or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have included a bequest for the Greater Miami Jewish Federation in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.
