Legacy Gifts & Bequests
A planned gift to Jewish HomeLife benefits not only you and your future generations, it also allows us to fulfill our mission of service to the community. While there are numerous types of planned giving vehicles, two very common and simple methods are to include a bequest in your will or to purchase a life insurance policy with the proceeds paid to Jewish HomeLife. Both methods award you the opportunity to assure that quality care for residents, patients and clients will be available when needed.
Life & Legacy
Jewish HomeLife is proud to partner with Jewish Federation of Greater Atlanta and the Harold Grinspoon Foundation in the Life & Legacy Program. More information can be found here.
A simple bequest is a gift made through a will or living trust. It may be made in cash, securities, real estate, or tangible personal property. There are three ways you can structure your bequest to Jewish HomeLife or one of its entities:
• a bequest for unrestricted purposes,
• a bequest for restricted purposes
• a contingent bequest.
Unrestricted bequests provide funds to be used for the greatest need at the time, as determined by Jewish HomeLife.
Restricted bequests or one of its entities are typically used if you would like to create a fund to support a specific program. Often times these funds are created to honor a family member, honor a special individual or demonstrate the priorities of a family foundation.
A contingent bequest takes effect only if the primary intention expressed in a will cannot be met; an example would be if you leave a gift to an individual who predeceases the donor.
Bequest of Securities or Cash
Bequests can be made as a bequest of cash or securities. Our development staff can provide information needed for a securities transfer.
Charitable Remainder Trust or Annuity
There are several different vehicles that will provide income payments to you or your family as well as generate a charitable income tax deduction.
Life Insurance or Retirement Account Plans
A legacy gift can also be structured by assigning a portion of your retirement plan, an existing life insurance policy or a new insurance policy to Jewish HomeLife or one of its entities.
For more information on planned giving, please contact Stephanie Wyatt, Chief Development Officer, at 404.751.2269 or email@example.com.