Page 15 - Jewish Foundation Ways to Give

The Jewish Foundation of Greater New Haven
CHARITABLE GUIDE FOR PROFESSIONAL ADVISORS
Thank you for assisting your client in making a gift to the Jewish Foundation of Greater New Haven, Inc. a 501(c)(3) nonprofit organization. Gifts are eligible for all tax benefits when cited as:
LEGAL NAME:
The Jewish Foundation of Greater New Haven, Inc.
TAX ID:
45-2403156
ADDRESS:
Jewish Foundation of Greater New Haven 360 Amity Road Woodbridge, CT 06525
BEQUEST LANGUAGE (SPECIFIC GIFT) FOR A WILL OR TRUST:
I give bequeath ___________dollars ($__________) to the Jewish Foundation of Greater New Haven located in Woodbridge, Connecticut. Such amount shall be used to establish a restricted endowment fund for the benefit of (designate a charitable organization or purpose). Such fund shall be called the “_________ Family Fund in Memory of our Parents” (suggested fund name) and shall make annual distributions to (designated charitable organization or purpose) according to the then spending policy of the Jewish Foundation. If at any time (designated charitable organization or purpose) shall cease to exist, cease to qualify as a tax-exempt organization, and/or substantially alter its mission then [contingent beneficiary organization].
FOR RESIDUAL OR OTHER TYPES OF BEQUEST LANGUAGE, OR ANY OTHER QUESTIONS REGARDING CHARITABLE PLANNING STRATEGIES, PLEASE CONTACT: Lisa Stanger, Esq., Executive Director
Jewish Foundation of Greater New Haven 203-387-2424, ext. 382 lstanger@jewishnewhaven.org