Legacy Gift Confirmation

Legacy Gift Confirmation
To benefit future generations, I/we declare this commitment to assure the continuity of Jewish services and programs in Pittsburgh and I/we affirm that I/we have made the following legal arrangements for my/our gift.
Name(s)*
Address
City State / Province / Region
Email*
Phone
I/We intend for the following organization(s) to benefit from my/our legacy gift:
Include these organizations in our legacy plans:
- Beth El Congregation of the South Hills
- Congregation Beth Shalom
- Community Day School
- The Friendship Circle of Pittsburgh
- Hillel Academy of Pittsburgh
- Holocaust Center of Pittsburgh
- Jewish Association on Aging
- Jewish Cemetery & Burial Asso. of Gtr PGH
- Jewish Community Center of Greater PGH
- Jewish Family and Community Services
- Jewish Federation of Greater Pittsburgh
- Kollel Jewish Learning Center
- Mikvah-Jewish Women's League
- National Council of Jewish Women
- Rodef Shalom Congregation
- Temple Emanuel of South Hills
- Temple Ohav Shalom
- Temple Sinai
- The Branch
- Yeshiva Schools of Pittsburgh
- Other organization(s) to include:
Other Organization to Include in Legacy
My/Our commitment is within the following document:
My/Our commitment is within the following document:
- Gift in will or trust¹
- Beneficiary of retirement plan
- Beneficiary of life insurance policy
- Cash endowment gift
- Gift that provides lifetime income²
- Gift that provides income to heirs⁴
- Real estate, personal property, etc.³
- Other
¹Can be percentage, residual or specific amount.

²Charitable gift annuity or charitable remainder trust.

³Other options include: securities, specialty asset, business interest.

⁴Charitable gift annuity or charitable lead or remainder trust.
Amount or percentage in will or trust:
Retirement plan administered by:
Amount or percentage in retirement plan:
Insurance company:
Amount or percentage in life insurance policy:
Amount or percentage in cash endowment gift:
Amount or percentage in gift that provides lifetime income (charitable gift annuity or charitable remainder trust):
Amount or percentage in gift that provides income to heirs (charitable gift annuity or charitable lead or remainder trust):
Amount or percentage in real estate, personal property, securities, specialty asset, business interest:
Please specify:
Amount or percentage in other document:
Attorney, financial advisor, family member, executor or trustee for my/our gift is:
Name
Phone and/or Email
Other Comments:
Consent*
By checking this box, I agree to the terms and conditions stated above.
This legacy gift confirmation is not a legal obligation and may be changed at donor’s discretion.
Phone
This field is for validation purposes and should be left unchanged.

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Legacy Gift Confirmation

Legacy Gift Confirmation

I/We intend for the following organization(s) to benefit from my/our legacy gift:

My/Our commitment is within the following document:

Attorney, financial advisor, family member, executor or trustee for my/our gift is:

More Information

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