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Create a Jewish Legacy

Planned Giving

Create a Jewish Legacy Through a Planned Gift

Tip of the Week

Variety is the spice of giving.

You can give almost any kind of highly appreciated property—such as closely-held stock, real estate, partnership interests, or valuable art—to a charitable remainder trust and receive major tax and income benefits.

So, all at once, you can:

  • Receive income for life
  • Take a charitable tax deduction
  • Avoid all capital gains tax
  • Support the mission of your favorite charities

You can even allow your assets to accumulate tax-free until you "turn on the income spigot" at retirement or some other future event, such as the start of your child's education.

Read more, email us, or contact us at 913-327-8121

Create a Jewish Legacy Through a Planned Gift

What do you care most deeply about? How do you want to ensure that your values are perpetuated beyond your lifetime? There are many ways to leave your legacy and to make an indelible mark on our community's future.

Planned giving is an entirely personal decision which allows you to determine the most meaningful way of leaving your legacy. There are a wide array of creative methods to establish a planned gift and we are here to help you every step of the way.

Such giving methods are called "planned gifts," because with thoughtful planning, you create solutions that can benefit you, your family and your favorite charities.

No matter the size of your gift or your past involvement in the Jewish community, we look forward to working with you. We hope that these online tools will be helpful as you consider the best manner to create your Jewish legacy.

For a personal and confidential conversation, please contact Josh Stein at 913.327.8121 with any questions or to schedule an appointment.

Many appealing ways of giving are available to you. For example:

Picture1Name your favorite charities in Your Will

Make us part of your family. A gift through your will or estate is the easiest gift you can make today. Learn More.

Picture3Support your favorite charities in Creative Ways

The material on this website is not offered as legal or tax advice. Please consult with your professional advisors prior to any gift.
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