Planning Your Legacy: Make a Lasting Difference
October 19–25 is National Estate Planning Awareness Week, a time to reflect on how planning ahead can protect loved ones, honor your wishes, and support the causes that matter most to you.
At Jewish Family Services (JFS), we believe in meeting people where they are, offering compassionate support, and helping individuals and families navigate life’s challenges. For more than 40 years, our work has strengthened individuals, families, and the greater Charlotte community. A planned gift to JFS is one meaningful way to help ensure this important work continues for generations to come.
Create Your Jewish Legacy with JFS
Including JFS in your estate or financial plans allows you to extend your values beyond your lifetime while helping sustain the programs and services our community depends on. Planned gifts can take many forms, including:
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- Charitable Gift Annuities
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Bequests
- IRA or Pension Plan Beneficiary Designations
- Securities and Appreciated Stock
- Life Insurance
- Endowments
Every legacy gift helps JFS continue providing compassionate care, strengthening families, supporting older adults, and connecting people with the resources they need to thrive. As you consider how you want to Create Your Jewish Legacy, we invite you to include JFS in your plans. Your generosity can help ensure that when someone in our community needs support, JFS will be here to listen, guide, and help. For more information about planned giving, please contact Susan Meyer, JFS Director of Development, at Susan.Meyer@jfscharlotte.org or 704-364-6594.
Estate planning awareness information informed by the National Association of Estate Planners & Councils (NAEPC).