Getting Started

Chances are you already give generously to the Pittsburgh Jewish charitable organizations of your choice. But have you considered including those organizations in your will, or as a beneficiary of your retirement fund, so you can continue to make a difference for generations to come?

Ready to begin?

  1. Contact your organization or organizations of choice today.
  2. Complete a Declaration of Intent online or in print.
  3. Complete a Legacy Gift Confirmation.

Can anyone do this?

Yes, anyone can do this. You don’t have to be wealthy, just committed to your organization’s cause. This decision is for after you are gone, and you can decide exactly what percentage, or what part, of your estate to leave via your will or by simply naming an organization as a beneficiary of your retirement plan. You can make sure that the people you love are taken care of first, and you can change it if needed.

How do I begin?

It’s easy to do. Reflect on your Jewish passions. What is important to you about our faith and people? What work in our community do you want to support? Then contact the team leader from the organization or organizations you want to work with:

  • Your congregation
  • A community organization or agency
  • A school
  • The Jewish Federation of Greater Pittsburgh

When should I start thinking about leaving a legacy?

The answer is different for everyone. Some people make a will after the birth of a child; others may wait until they receive an inheritance. Whether you already have a will or are just getting started, it’s always right to think of how you want to be remembered. Now is the time.

Who can help me?

We encourage you to begin your legacy conversation by contacting the team leader of the organization you care about most to share your interests and learn about the organization’s specific needs. The Jewish Community Foundation of Greater Pittsburgh’s staff is available to assist you with the technical aspects of legacy giving. You may also want to contact your financial advisors and/or estate planning attorney at this time.

This information is intended as an educational tool and to provide general information only; it should not be construed as legal or accounting advice. Individuals should consult with their own financial, legal, and accounting advisors to review any charitable estate planning options.

Questions:

Cheryl Johnson
Cheryl Johnson
Development Program Associate
412-697-6656
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