Legacy Society

L'Dor Vador (לדור וָדוֹר)

You are a beneficiary of the legacy of the generations that came before you. By including the Minneapolis Jewish Federation in your estate plan, you’re helping ensure that future generations benefit as well.

Thank you and we are honored that our work reflects something you value enough to make this statement to future generations. By doing so, you become a member of the Minneapolis Jewish Federation’s Legacy Society and your gift will help sustain and strengthen our Jewish community for future generations.

In order to accurately document your intention, please complete this form with as much detail as you are willing to share. This ensures that it will be used in accordance with your wishes. Any information about your gift will remain confidential and does not create a legally binding obligation

Your Information

Name

DOB

Second Name

DOB

Address

City

State

Zip

Phone

Email

Secondary Phone

Secondary Email

Description and Value of Gift

Please indicate below by filling out applicable option(s), how your future gift intention will be fulfilled and provide the estimated value.

Will or Charitable Trust. With a sum of (amount or percentage):

Estimated Amount of Gift to Minneapolis Jewish Federation

Charitable Gift or Annuity. In the amount of (amount or percentage):

Estimated Amount of Gift to Minneapolis Jewish Federation

Charitable Remainder Trust. In the amount of (amount or percentage):

Estimated Amount of Gift to Minneapolis Jewish Federation

Remainder of Retirement Fund/IRA. With a total current value of:

Estimated Amount of Gift to Minneapolis Jewish Federation

Life Insurance Policy. With a policy value at maturity of:

Estimated Amount of Gift to Minneapolis Jewish Federation

Other Item or Asset. Please describe (private collections, real estate, securities) and in the amount of:

Estimated Amount of Gift to Minneapolis Jewish Federation

If Minneapolis Jewish Federation is only a contingent beneficiary, please describe conditions.

Documentation. Please provide Minneapolis Jewish Federation with any relevant documents, or excerpts of documents, that include provisions for Minneapolis Jewish Federation.

Please note the nature and size of your gift will be kept strictly confidential.

Details

Please Use My Estate Gift for the Following Purpose(s)

Permanent EndowmentGeneral Operating OtherPlease contact planned giving staff to discuss details

Edit this text

Why I/We Decided to Make This Gift:

Recognition of Your Gift.

Please list name(s) you'd like used for public recognition of your gift, or indicate you'd like to be anonymous. Please note that gift amounts will never be published.

Signature(s)

This statement of intention does not constitute a legal obligation and will not be legally binding in any way on you, your heirs or your estate. Further, Minneapolis Jewish Federation understands that that this amount is revocable and that the size of your estimated future gift can change over time.

Signature

Secondary Signature

We recognize that your priorities could change in the future. This expression of your current intent is greatly appreciated. If you would like to discuss details of your gift or have any questions, please contact us directly at 952.593.2600 or philanthropy@jewishminneapolis.org.

Please send this form (together with copies of any relevant provisions or documents) to the Minneapolis Jewish Federation at: 4330 Cedar Lake Road South, Minneapolis, MN 55416.

Contact Information