Frequently Asked Questions

• Why should I consider leaving a Jewish legacy?
• How do I leave a gift for a particular charitable organization or cause?

• Do I need to have a great deal of wealth to leave a legacy gift?

• Do I have to include my wish to leave a legacy to a specific organization in my will?

• I want to leave a Jewish legacy. Who can I leave it to?

• Must I tell the organization(s) that I am leaving a gift to them?

• How can I invite my children into the process?

• How can I get started?



Why should I consider leaving a Jewish legacy?
Just as you've provided for your children, families and those who mean the most to you in your estate plans, Create a Jewish Legacy encourages you to consider leaving a gift to the Jewish community in your will and estate plans. Consider the institutions and causes you support now. What motivates you to give your money and time?

Picture your Jewish community decades from now. What would you hope to see in the future? Through your legacy, you can ensure that the organizations you care about are able to thrive in perpetuity and the issues you are most concerned with will continue to be addressed.
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How do I leave a gift for a particular charitable organization or cause?
You can arrange for a gift in several ways, the most common being through a charitable gift in a will or a living trust. Many people set aside a certain dollar amount as their legacy. Others leave a percentage of their estate, or any assets left over after they have provided for their family. Learn more about the many ways to leave a legacy by clicking here.
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Do I need to have a great deal of wealth to leave a legacy gift?
No. Everyone can leave a legacy. Gifts of any amount are most appreciated and will have a lasting impact in shaping our Jewish community. You can even leave gifts of personal property such as art, jewelry, collectibles, etc.
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Do I have to include my wish to leave a legacy to a specific organization in my will?
Yes. A charitable bequest will not take effect unless you explicitly state your intention in your will or living trust. A will is the only way you can assure your charitable intentions and disposition of your estate is respected. The Foundation professionals are always ready to assist you in complete confidence and without obligation. We can provide you and your professional advisor all the tools and legal language necessary to turn your dreams into reality.
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I want to leave a Jewish Legacy. Who can I leave it to?
All qualified, charitable institutions are appropriate beneficiaries. Organizations you have supported in your life are natural choices.

You also may wish to focus on general areas of interests, such as:
• Caring for the elderly
• Educating our community's children
• Scholarships to engage Jewish youth
• Fighting anti-Semitism
• Advancing Jewish life and continuity
• Jewish summer and day camp experiences
• College campus programs
• Support for Israel and overseas communities and programs

Help keep the Jewish community strong by including your synagogue, Jewish day school, the Greater Miami Jewish Federation or any of our other legacy partners in your will or estate plan. The Foundation and our legacy partners will work with you to tailor legacy gifts that match your philanthropic goals and values.
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Must I tell the organization(s) that I am leaving a gift to them?
That is up to you. We as a community would like to recognize you for your generosity and include your commitment as part of the collective success of our Create a Jewish Legacy program. You would also serve as an inspiration and role model to others. Regardless of what you decide, your wishes will always be honored.
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How can I invite my children into the process?
There are many ways to include your family in this discussion.

We have many suggestions:
• Initiate a family discussion about your charitable giving and values
• Invite your family to a meeting with your professional advisor or a Foundation professional
• Together, visit the institutions and programs you are committed to supporting
• Listen to and acknowledge your family's concerns
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How can I get started?
The Foundation of the Greater Miami Jewish Federation is here to work with you and your professional advisors in structuring and documenting a legacy plan that is meaningful to you. Simply contact The Foundation or one of our Create a Jewish Legacy partners for a confidential, no-obligation meeting. We look forward to working with you to make your philanthropic dreams a reality.
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Create a Jewish Legacy
(CJL) is a program sponsored and presented by The Foundation of the Greater Miami Jewish Federation and is a collaborative effort of our area agencies, synagogues and day schools.

Create a Jewish Legacy is partnering with the institutions listed below. In addition, we are happy to accept gifts on behalf of your most cherished Jewish organizations.



Neither The Foundation of the Greater Miami Jewish Federation nor its Create a Jewish Legacy partner agencies are engaged in rendering legal or tax advisory services. Individuals considering gifts to the Greater Miami Jewish Federation or its Create a Jewish Legacy partner agencies should obtain the services of a financial advisor, such as an attorney, certified public accountant and/or chartered life underwriter.