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Other Ways to Create a Jewish Legacy

  • Charitable Gift Annuity
    Charitable gift annuities allow you to safely increase your income. Transfer cash or stock directly to the organization of your choice, and you will get a guaranteed fixed return for life.

  • Charitable Remainder Trust
    Charitable remainder trusts allows you to provide an income for yourself and/or your family, receive significant tax advantages, and make a meaningful contribution.
  • Charitable Lead Trust
    Charitable lead trusts offer a creative giving strategy if you want to reduce or eliminate gift and estate taxes on transfers to family while providing significant support to the organization of your choice.

  • Gifts of Property or Art
    If you own real estate and have held it for more than twelve months, giving a gift of property can be a great way to minimize the taxes paid on your current income and your estate. A gift of art must be appraised to determine fair market value.

This information is intended as an educational tool. The information presented is to provide general information only and should not be construed as legal or accounting advice. Because tax and financial consequences involved with any gifting program depend on personal financial circumstances, individuals should consult with their own financial, legal and accounting advisors to review any charitable estate planning options.