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

Tuesday October 17, 2017

Will Tax Reform Include New Charitable Deductions?
Washington News
As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand charitable giving. This week, Rep. Mark Walker (R-NC) introduced the Universal Charitable Deduction Act (UCDA). The UCDA proposes allowing "above the line" charitable deductions in...
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IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just...
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Flu Shots for Seniors
Savvy Living
What can you tell me about the flu shots for seniors? I became ill last winter after getting a standard flu shot and am...
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