Planned Giving

Your act of generosity, our longevity

With planned giving, you can provide long-lasting support for the Memphis Jewish community while enjoying financial benefits for yourself.

News

Monday February 18, 2019

IRS Phone Calls Peak on February 19
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on the Tuesday after President's Day. During the entire week of February 19, taxpayers may be frustrated due to long hold times...
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Gifts of Cash
Personal Planner
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good...
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Helping Seniors Extend Their Driving Years
Savvy Living
What tips or resources can you recommend to help seniors extend their driving years? My dad, who is 82, is still a...
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