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.
How to Give
Giving to your favorite Jewish organization can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.
-
BequestYou designate your favorite Jewish organization as the beneficiary of your asset by will, trust or other instrument.
More -
IRA RolloverCongress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
More -
Donor-Advised FundAre you looking for a way to benefit charity both now and in the future? With a donor-advised fund (DAF) you can make gifts to charity during your lifetime and, when you pass away, your children can carry on your legacy of giving.
More -
Charitable UnitrustYou transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
More -
Charitable Annuity TrustYou transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
More -
Charitable Lead TrustYou transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
More -
Give It Twice TrustYou may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
More -
Life Estate ReservedYou may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need!
More