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Planned Giving Strategies


Outright Gift
What is it? A donation of cash, securities or personal property
What are the tax benefits? Income tax deduction for the value of the gift, plus no capital gains tax due on appreciated property
What are some other benefits? You can tailor your gift to the immediate needs at The Jewish Center
 
Living Trust
What is it? A trust you can establish to take effect during your lifetime
What are the tax benefits? Possible savings in estate taxes, if The Jewish Center is the beneficiary of the trust remainder
What are some other benefits? Terms of the trust can be changed at any time
 
Bequest in Will
What is it? A gift you make by naming The Jewish Center in your will
What are the tax benefits? Estate tax deduction for the gift's value, plus possible estate tax savings
What are some other benefits? Gives you flexibility in providing your family needs first
 
Life Insurance Gift
What is it? A gift of an old or new policy with The Jewish Center named as the beneficiary and owner
What are the tax benefits? Immediate income tax deduction for the gift's value, plus possible estate tax savings
What are some other benefits? Provides a way to make a significant gift with little expenditure
 
Retirement Gift Plan
What is it? A gift made by naming The Jewish Center as remainder beneficiary after your death
Tax Benefits: Avoids tax on "income in respect of a decedent" as well as estate tax on the plan
What are some other benefits? Preserves plan's value and allows you to leave heirs less costly bequests
 
Real Estate Gift
What is it? A donation of real property, either in full or with a retained life estate
What are the tax benefits? Immediate income tax deduction for the charitable value of the gift, plus no capital gains tax due
What are some other benefits? Can allow you to live in your home and still receive a charitable deduction
 
Charitable Remainder Annuity Trust
What is it? A trust that pays a set income to you or those you name before The Jewish Center receives the remainder
What are the tax benefits? Income tax savings from deduction, no capital gains tax liability, possible estate tax savings
What are some other benefits? Provides annual income that remains stable despite market fluctuations 
 
Charitable Remainder Unitrust
What is it? A trust that pays variable income to you or to those you name before The Jewish Center receives the remainder
What are the tax benefits? Income tax savings from deduction, no capital gains liability, possible estate tax savings
What are some other benefits? Provides annual income that could increase if trust value increases
 
Charitable Gift Annuity
 

What is it? A contract in which The Jewish Center agrees to pay you back a percentage of your gift annually for your lifetime
What are the tax benefits? Immediate income tax deduction for part of gift's value, capital gains spread our over life expectancy
What are some other benefits? Gives you and/or another beneficiary set payments for life
 
Charitable Lead Trust
 

What is it? A trust that pays The Jewish Center an income for a period of years before you or your heirs receive the true remainder
What are the tax benefits? Gift or estate tax savings for value of payments made to The Jewish Center
What are some other benefits? Allows you to pass assets to heirs intact at a reduced cost
 


(Note: The Jewish Center is not engaged in rendering legal or tax advisory services. Individuals considering planned gifts to The Jewish Center should obtain the services of a financial advisor, such as an attorney, a certified public accountant, a certified financial advisor, and/or a chartered life underwriter.)