By remembering JCC East Bay with a gift in your will, trust, retirement account, or life insurance policy, you can help ensure that the JCC East Bay remains a thriving community gathering place for generations to come. With a legacy gift, anyone can leave a meaningful contribution for the future, regardless of age, wealth, or affiliation.
Please contact Julie Iny, our Senior Development Director, with any questions at firstname.lastname@example.org or 510-848-0237, ext. 129.
If you have already included a legacy gift to the JCC East Bay in your plans, please let us know. We would love the opportunity to thank you and welcome you into the JCC East Bay Legacy Society. Please complete the Legacy Society form below or reach out to Julie Iny (contact information above). Information you share will be kept confidential, and you may choose to remain anonymous if you prefer.
Gifts in Your Will
Bequests in your will or trust can be designated to a specific JCC East Bay program or to the organization as a whole. You can allocate a specific amount or leave a percentage of your estate. To leave an unrestricted JCC East Bay bequest, you may use the following language in your estate documents:
“I bequeath [#% of the remainder of my estate] or [the sum of $#] to the board-directed reserves of the Jewish Community Center of the East Bay, Berkeley, California, tax identification number 71-0995500.”
This example is provided for informational purposes only, and does not constitute legal advice. If you decide to make a bequest, please consult with your legal professional, who can draft appropriate language for your will or trust.
Gifts of Retirement Plan Assets
Because retirement assets are typically heavily taxed when left to family, it can be effective to designate a portion or the balance of retirement assets to a charity. Most people do not use all of their retirement assets during their lifetime and most plans allow you to easily designate or change a beneficiary with a simple form.
If you are aged 70 ½ or older, you may donate up to $100,000 in a given year directly from your IRA to the JCC East Bay. The distribution will be tax-free and will count toward your required minimum distribution (RMD).
Gifts from Life insurance
Including the JCC East Bay as a beneficiary to a life insurance policy is a simple and inexpensive way to provide a significant future gift to the JCC East Bay.
Please consult with your attorney and financial advisor to determine the best option for you.
Alexandra R. Bitton and Abraham Woodliff
Bernadette and Nat Bitton
Steven Douglas and Melissa Heller
Ilse and Phil Feiger*
Lauren and Andy Ganes
Melissa and Joshua Gold
Arthur and Carol Goldman
Grossberg Abrams Foundation
Daniel Manes Haut
Harvey Zane Helfand
John Ifcher and Elizabeth Orlin
Shirley Zuckerman Issel
Laura R. Katz*
Joshua Langenthal and Diane Halberg
Harald and Renee Leventhal
Mark Moss and Lisa Braver Moss
Janet Ozzard Perlmutter and Kermit Perlmutter
Esther and Ray Redel*
Alissa and Dave Reiter
Maxim Schrogin and Karen Harber
Diane L. Scott
Dick* and Susan Seeley
Ruth Petersen Shorer
Dolores and Stephen* Taller
Myrna and Bill Vidor
Harry Dov Weininger*
Sarah Wolfman-Robichaud and Steve Chasey
Michael and Natalie Zatkin
*of blessed memory