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Create a Jewish Legacy

Planned Giving

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


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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