Gift Formalization

Create a Jewish Legacy helps you dream big about supporting causes you care about long after your lifetime. The next step after making a legacy commitment is formalizing your gift, which will turn your dreams into a reality.

How it works

To formalize your commitment, you’ll want to determine what type of planned gift will be most beneficial to you. We can work with you and your professional advisors to discuss the best gifting options. To arrange a confidential conversation about your options, please contact Executive Director Mitch Moser at 414-390-5718.

We also ask that you submit a Legacy Gift Confirmation form to the Foundation. The form is confidential and will only be used for our records.

Learn about the benefits from various planned giving options.

Book of Life

Once you formalize your gift, you become eligible to write your personal story for the Foundation’s Book of Life. The Book is a collection of essays that record the personal histories and the Jewish values that inspired an after lifetime investment in our community’s future. Read excerpts.

The Foundation established the Book of Life to honor and pay tribute to individuals and families who establish endowments or create other after lifetime gifts. A photo of the donor accompanies each donor’s essay. The Book is viewable by the public and is kept on permanent display at the Foundation’s office.

cjl web button