PLANNED GIVING

Bequest

This is the most familiar type of planned gift. Leaving assets to IAJF reduces the size of your taxable estate. One can choose to leave a specified sum of money (in the form of CDs, stocks, life insurance, and jewelry) or particular piece of property or asset.

Other options might include leaving IAJF a percentage of your estate or a percentage of the residue after making provisions for family and friends.

Sample Bequest Language:

For a Specific Amount:

"I hereby give and bequeath unto The Iranian American Jewish Federation of New York, 770 Middle Neck Rd. Suite 5P; Great Neck, New York 11024 the sum of $___________ to be used for its charitable purposes."


For a Percentage:

"After the payment of such debts and expenses as are set forth above, I hereby give, devise, and bequeath the residue as follows: ______ percent (%) to The Iranian American Jewish Federation of New York, 770 Middle Neck Rd. Suite 5P; Great Neck, New York 11024."


For property:

"I hereby give and bequeath unto The Iranian American Jewish Federation of New York, 770 Middle Neck Rd. Suite 5P; Great Neck, New York 11024 __________________________ (insert name of property) to be used for its charitable purposes."



For more information please contact the IAJF:

Tel: (516) 466-8947
Fax: (516) 466-8948
E-mail: info@iajfny.org
IAJF is a tax-exempt non-profit organization under section 501 (c)(3) of the Internal Revenue Code.
Contributions are tax deductible to the extent permitted by law.
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