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The Easiest Way to Make an Impact

A Gift in Your Will or Living Trust

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.

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Interested in helping Minneapolis Jewish Federation with our mission but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to the Federation in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

An Example of This Type of Gift

Young family with kidsWhen Steve and Reva got married, they made a point to put together a will to protect their assets. They both loved the Federation and decided to include a bequest of $75,000 to us in their will.

As Steve and Reva's family grew to include three children, they decided to revise their gift to ensure their children's future financial security. They met with their attorney and simply revised the bequest language so that their gift to the Federation was now a percentage of their estate instead of a specific amount. Steve and Reva now rest easy knowing when they die, their plans will provide for the people and charitable work they love.

See How It Works

Learn How to Fund It

You can use the following assets to fund a bequest:

Ready to start planning today? View and download your FREE copy of A Guide to Making Your Will: Direct Your Assets to the People and Causes You Care About Most.

View My Free Brochure

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit

Next Steps

  1. Contact Alene Sussman at 952-417-2316 or agsussman@jewishminneapolis.org for additional information on bequests or to chat more about the different options for including the Federation in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the Federation in your plans, please use our legal name and federal tax ID.

Legal Name: Minneapolis Jewish Federation
Address: 13100 Wayzata Blvd., #200, Minnetonka, MN 55305
Federal Tax ID Number: Please contact us for our federal tax ID number.

Contact Alene Sussman at agsussman@jewishminneapolis.org or 952-417-2316.

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