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A PROJECT OF THE JEWISH FEDERATION OF CLEVELANDLetter of Intent Page 1 of 2Our Promise In keeping with Jewish tradition and an abiding commitment to my/our community, I/we wish to share my/our legacy

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How to fill out create a jewish legacy

01

Contact your local Jewish federation or community foundation to learn about creating a Jewish legacy program.

02

Consider your values and goals when deciding how you want to leave a legacy, whether through a will, trust, or other planned gift.

03

Consult with financial and legal advisors to ensure your legacy plan is in line with your wishes and complies with applicable laws.

04

Determine which Jewish organizations or causes you want to support with your legacy, and establish a plan for distributing your assets.

05

Keep your legacy plan updated as your circumstances change and make adjustments as needed.

Who needs create a jewish legacy?

01

Individuals who want to leave a lasting impact on the Jewish community.

02

Those who are passionate about supporting Jewish causes and organizations.

03

People who want to ensure that their values and beliefs are carried forward for future generations.

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What is create a jewish legacy?

Create a Jewish legacy refers to leaving a lasting impact by making a planned gift to support Jewish causes and organizations.

Who is required to file create a jewish legacy?

Anyone who wishes to leave a planned gift to support Jewish causes or organizations may create a Jewish legacy.

How to fill out create a jewish legacy?

To fill out create a Jewish legacy, individuals can work with their financial advisors or directly contact the Jewish organization they wish to support.

What is the purpose of create a jewish legacy?

The purpose of creating a Jewish legacy is to ensure the continued support and growth of Jewish causes and organizations for future generations.

What information must be reported on create a jewish legacy?

Information that must be reported on create a Jewish legacy may include the amount of the planned gift, the designated Jewish organization, and any specific instructions for its use.

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