A legacy gift is a simple and meaningful way to help ensure a strong Jewish future for our community. Please consider leaving a bequest to one or more Jewish organizations that make a difference in your life so that those organizations can continue to make a difference in the lives of others for generations to come. The act of creating a Jewish legacy empowers you to complete the work of your heart.
The Herzl Initiative is an innovative program that helps Jewish organizations in the region approach their donors for legacy gifts (bequests) in order to ensure that current good work can continue long into the future. Since its launch in 2014, twenty organizations have joined The Herzl Initiative – day schools, synagogues, and social service agencies. Each group has assembled a dynamic Legacy Team. Together they have learned about the importance of planned giving, mastered endowment basics, and set goals to hold many discussions with their constituents in order to educate them about legacy giving. The results speak for themselves.
The program’s funding partners, the Jewish Endowment Foundation and the Harold Grinspoon Foundation, not only provide the training, coaching, advertising and marketing materials but also reward organizations that reach their annual goals on time with an incentive grant.