Picture your estate as a pie. When you decide whom you want to share it with, you can cut big slices, little slices or somewhere in between.
We talk to many supporters of the Jacobson Jewish Community Foundation who worry that leaving a gift in their will to the JJCF may jeopardize their family’s well-being. The pie analogy comes in handy. You dictate the serving sizes. You can ensure that your loved ones get the biggest portion of your estate. You can also make sure your family gets served first.
Instead of a fixed amount, consider leaving the Jacobson Jewish Community Foundation a percentage of your estate or of specific assets. That way, your charitable gift will adjust according to future circumstances, and gifts to loved ones will remain proportional—no matter how your estate fluctuates. Here are two ways to do it:
The great thing about gifts from your will is that they are flexible: You can change your mind at any time. Just know that whatever you settle on, a gift to the Jacobson Jewish Community Foundation does not have to be large—every slice makes a difference.
Even a small piece of your estate makes an impact. Contact Lottie Nilsen, CFRE at 561-852-3109 or LottieN@bocafed.org to learn more about supporting the JJCF while serving family first.