Give

Bequests

Including Jewish Family Service
in Your Estate Plan

Sample Language for supporters
of Jewish Family Service and their legal advisors

Family Tree Legacy Circle

Leaving a bequest is a permanent statement of your values: it is how you and what you cared about will be remembered. Most people making bequests to Jewish Family Service do so through their wills. If you already have a will, you may be able to make your gift by preparing a codicil (a brief written amendment) to your will. Some donors who have revocable living trusts choose to make a future gift to JFS through the equivalent of a bequest, namely a charitable distribution provision in the trust instrument. Normally, an existing trust instrument can easily be amended to include such a provision.


Suggested Forms of Bequests

The clauses below are provided solely as possible suggestions. Appropriate language tailored specifically to your individual circumstances should be prepared by your attorney in consultation with Jewish Family Service.

Specific Sum of Money:
“I give to Jewish Family Service, currently located at 1601 16th Avenue, Seattle, Washington 98122-4000, or its successor organization, the sum of [insert here the exact dollar amount].”

Specific Property:
Such as real estate, stocks, bonds, works of art or other items:
“I give to Jewish Family Service, currently located at 1601 16th Avenue, Seattle, Washington 98122-4000, or its successor organization, [insert here a description of the particular property].”

Rest & Residue of Your Estate:
After paying debts, taxes, expenses and other bequests:
“I give to Jewish Family Service, currently located at 1601 16th Avenue, Seattle, Washington 98122-4000, or its successor organization, all [or a stated percentage] of the rest, residue, and remainder of my estate.”

Contingent Bequest:
If you are not survived by certain individuals:

“If [name/s of primary beneficiary/ies] do/es not survive me, or shall die within ninety (90) days from the date of my death, or as a result of a common disaster, then I give to Jewish Family Service, currently located at 1601 16th Avenue, Seattle, Washington 98122-4000, or its successor organization,  [insert here the exact dollar amount, description of property, or percentage of residual estate].”

(Note: There are many other types of contingencies that can be addressed as well.)


Bequests for Restricted Purposes

If the bequest is for a restricted purpose, use the relevant language above for the form of bequest and designate the particular program or area of activity to be supported.

Example: “I give to Jewish Family Service, currently located at 1601 16th Avenue, Seattle, Washington 98122-4000, or its successor organization, [insert here the exact dollar amount, description of property, or percentage of residual estate], to be used for [state purpose].”

It is recommended that the following paragraph be added if the bequest is for a restricted purpose:

“If, in the opinion of the Board of Trustees of Jewish Family Service, it should become impossible, inadvisable, or impractical to use this gift for the specified purpose(s), then the Board may in its discretion use the gift for other purposes, keeping in mind my original wishes.  In any such alternative application, the support provided by this bequest shall be clearly identified with my name.”

Contact Information

Bequests are vital to the future of Jewish Family Service. When Jewish Family Service is named in a will or other estate planning instrument, we always appreciate receiving a copy of the relevant portion of the document. Copies may be sent to:

Lisa Schultz Golden
Chief Development Officer
Jewish Family Service
1601 16th Avenue
Seattle, Washington 98122-4000

When you inform Jewish Family Service of your gift, you are helping us plan for the years ahead. In addition, you give us an opportunity to express our sincere appreciation, as well as to invite you to become a member of our Family Tree Legacy Circle.

For further information or if you have questions about the proper designation of a bequest, please contact our Chief Development Officer by phone at (206) 861-3188 or email.

The information provided here does not constitute legal, financial, tax or estate planning advice and should not be relied upon as a substitute for such advice. JFS encourages you to consult with your own professional advisors and welcomes their involvement as you determine how you would like to proceed.

The Internal Revenue Service recognizes Jewish Family Service of Seattle (JFS) as a Section 501(c)(3) public charity. Gifts to JFS are tax deductible in the U.S.A. Our Federal Tax ID # is 91-0565537.