Planned Giving

Make an impact and ensure The Associated's future viability and strength by leaving us a bequest in your will or living trust.

Bequest Language

Suzanne F. Cohen
An arts enthusiast, Suzanne is thoughtful about her philanthropic decisions. The Nathan L. and Suzanne F. Cohen Philanthropic Fund supports The Associated's Annual Campaign and emergent Jewish issues while the Cohen Opportunity Fund creates access to opportunities in underserved communities.
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Dixie and Neil Leikach
Dixie and Neil Leikach are both committed Associated leaders with the Baltimore-Ashkelon Partnership Committee.
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Liz and Donni Engelhart
As donor-advised Impact fund holders, the Engelharts established a fund that allows young donors to contribute over a 5 year period.
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The Associated's Bequest Language

An excellent way for you to support The Associated's mission is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy.

Types of Bequests


There are a number of ways you can make a bequest to The Associated.

Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to The Associated.

Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to The Associated.

Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to The Associated.

Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to The Associated.

Bequest Benefits


A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Bequest Language


In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to The Associated in your estate plan. We have provided some basic bequest language to assist you and your attorney.

1. Specific Bequest

If you are considering making an outright bequest of (a) a specific dollar amount, or (b) specific personal property to The Associated, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath [_________ and No/100 dollars ($DOLLARS)] to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID #52-0607957, for The Associated: Jewish Community Federation of Baltimore, Inc.'s general endowment.

Bequest of Specific Personal Property

I hereby give, devise and bequeath [DESCRIPTION OF PROPERTY] to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID #52-0607957, for The Associated: Jewish Community Federation of Baltimore, Inc.'s general endowment.


2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to The Associated, we recommend the following language:

I hereby give, devise and bequeath [____ percent (___%)] of my total estate, determined as of the date of my death, to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID #52-0607957, for The Associated: Jewish Community Federation of Baltimore, Inc.'s general endowment.

3. Residual Bequest

I hereby give, devise and bequeath to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID # 52-0607957, [ALL] OR [___ percent (___%)] of the rest, residue and remainder of my estate to be used for The Associated: Jewish Community Federation of Baltimore, Inc.'s general endowment.

4. Contingent Bequest

If PRIMARY BENEFICIARY does not survive me, then I hereby give, devise and bequeath to The Associated: Jewish Community Federation of Baltimore, Inc., a nonprofit organization located at 101 W. Mount Royal Avenue, Baltimore, MD, 21201, Federal Tax ID # 52-0607957, DESCRIPTION OF PROPERTY to be used for The Associated: Jewish Community Federation of Baltimore, Inc.'s general endowment.

Restricted Bequests


If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.

If you are making a restricted bequest, we recommend that your attorney include the following provision to give The Associated flexibility should it no longer be possible for The Associated to use your gift as you originally intended:

If, in the judgment of The Associated, it shall become impossible for The Associated to use this bequest to accomplish the specific purposes of this bequest, The Associated may use this gift for such purpose or purposes as The Associated determines is most closely related to the restricted purpose of my bequest.

Contact Us


Please contact us if you have any questions about how to make a bequest to The Associated or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included a bequest for The Associated in your estate plan, please contact us to let us know. We would like to thank you and recognize you in our Harry Greenstein Legacy Society.

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Harry Greenstein Legacy Society

If you have already made plans to remember The Associated in your estate plans, we invite you to join The Harry Greenstein Legacy Society so we may acknowledge your thoughtfulness and generosity.
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