Your presence is needed. For your family. For your community. For Israel. For the Jewish people. But what will happen when you can no longer be there?
A planned gift to your Jewish community enables you to be present forever. Whether your gift is used to provide for the needs of the Jewish poor, to assist the elderly, to rescue Jews in need around the world or to fight anti-Semitism -- no matter where or when in the future, you can be there to help.
You don't have to be wealthy to help.
Planned giving offers many benefits. If you give during your lifetime, you will receive a charitable income tax deduction. If your estate is subject to taxes, a gift made at death will provide a tax deduction. Perhaps most important is the enduring nature of planned giving -- you may use the fund to honor or remember a loved one, perpetuating your family name long beyond your lifetime.
You designate how your gift is to be used: to provide unrestricted funds to help meet community needs now and in the future; or to provide permanent resources to aid identified programs, projects, agencies, organizations, or initiatives that are of particular interest to you and your family. It's up to you.
Current circumstances and resources may dictate when you choose to initiate your gift, how much you give and why. You may need to consider your own financial needs or you may want to provide income for loved ones. You may want to make a lasting contribution, but may be unable to make a substantial gift right now or you may simply prefer to initiate giving through you will. No matter what your motivation for giving, how much you are able to give or when you would like your gift to begin -- there's an option for you.
A charitable bequest provides a gift through you will; a life-income plan provides payments to you at regular intervals throughout your lifetime; an endowment provides a permanent source of present and future income for your Jewish community or to support a charitable interest of your choice.
There are a number of options available; any of them will allow you to create a legacy that provides for future generations, while making sure that you and your loved ones are able to reap significant benefits.
An endowment is forever. Let your name be remembered as a blessing.
Contact Sue Littauer at 704 944-6758 for more information.