Bequests

A bequest in your will is an easy and the most popular method for creating a legacy. Your gift to the Foundation for the Charlotte Jewish Community can be established to support your favorite charitable organizations, those that were most meaningful to you during your lifetime. This allows you to control your assets during your lifetime. Your bequest may include a gift of cash, securities, real estate or personal property. It is recommended that you consult with your own professional advisors to determine what assets are best for you.

Your bequest to the Foundation should indicate the amount of the gift and instructions as to what organizations or programs you would like to support.

Sample Language:

Designated Endowment Fund for the Benefit of a Specific Charity

I give (cash of $____) or (___% of my estate) or (specified property) to the Foundation for the Charlotte Jewish Community(FCJC) to be held and administered by FCJC to establish the (name of fund) Fund, a designated permanently endowed fund named for the benefit of the following organization(s): (Examples, Jewish Federation, Congregation ABC). In the event that the previously named organizations no longer exist the Foundation’s Board of Trustees shall distribute the funds to provide for similar organizations and use. Distributions from the funds shall be made annually in accordance with FCJC’s policies and guidelines.

Field of Interest Fund
I give (cash of $______) or (______% of my estate) or (specified property) to the Foundation for the Charlotte Jewish Community (FCJC) to be held and administered by FCJC to establish the (name of fund) Fund. Distributions from the fund shall be made annually in accordance with FCJC’s policies and guidelines. Distributions shall be made at the recommendation of FCJC’s Distribution Committee based on the guidelines established by the donor(s) to provide for the following charitable purpose(s): (Examples: programs to assist the Jewish elderly, support trips to Israel, camp experiences, interfaith couples, etc.). The Foundation’s Board of Trustees shall have the right to alter these designations in the event that they no longer exist or are impossible to fulfill.


Phil Warshauer
Executive Director
704.973.4544

Nancy Kipnis
Assistant Vice President & Coordinator, Create Your Jewish Legacy
704.973.4554