Questions about becoming a Planned Giver?
Adele Goldberg, Executive Director of Friends of Yad Sarah, would be happy to answer any questions you have. You can call Adele at +1-212-223-7758 or email her at .
Resources
Below are resources to help anyone thinking about becoming a planned giver.
ESTATE PLANNING OVERVIEW
Estate planning is the process of caring for yourself and your assets while you are living, and planning for the orderly transfer of assets to other persons and organizations – both during your life and afterwards.
LANGUAGE YOU CAN USE
Sample bequest language is offered below for your legal counsel’s consideration in preparing your will or trust.
ADVISOR RESOURCES
If you are advising a client who is considering a planned gift or bequest to Friends of Yad Sarah, we welcome the opportunity to work with you in helping your client.
