Gift Planning Guide
This guide is designed to help you evaluate whether making lifetime gifts is right for you.
In answering this series of questions, you will be asked to consider factors related to your goals for your wealth and your family, as well as the amount of gift you can afford if you want to make one. If you are answering this as a couple, it will help you compare your attitudes and expectations.
Answering these questions ultimately will help you have a more productive conversation with your legal, tax and financial advisors about gift planning.
You can download a pdf version of this form by clicking here and submitting offline.
The Jewish Home and Care Center Foundation is a non-profit 501(c )3 organization that provides financial support to the programs and services of Ovation Communities: Ovation Jewish Home, Ovation Chai Point and Kavod Terrace to ensure the finest an most dignified services for our residents.
EIN: 39-1555857
