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Create a Jewish Legacy

Planned Giving

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Goals & Benefits

There are many ways to make a gift to your favorite charities. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

Your Strategy

Your Benefits

Make an important impact to your favorite charities that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind.

Include a gift from your will or trust (cash, specific property, or a share of the estate).

A great way to provide resources that help your favorite charities maintain our traditions.

Avoid capital gains liability and take an income tax deduction.

Use appreciated property instead of cash to make your gift.

Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.

Name your favorite charities as beneficiary of your retirement plan, and leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to your favorite charities — and thus multiply your gift.

Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust.

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Reduce high tax liability now; gain additional income later.

Establish a deferred gift annuity.

Receive a larger deduction and a higher income rate than an immediate payment annuity.

Create a long-term gift that won't draw funds from your estate.

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

Increase your ability to make a significant gift to your favorite charities.

Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to your favorite charities for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.




The material presented on this Planned Giving website is not offered as legal or tax advice.
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