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.

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How to Give

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.

  • Bequest
    You designate your favorite Jewish organization as the beneficiary of your asset by will, trust or other instrument.
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  • IRA Rollover
    Congress 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.
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  • Donor-Advised Fund
    Are 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.
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  • Charitable Unitrust
    You 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.
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  • Charitable Annuity Trust
    You 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.
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  • Charitable Lead Trust
    You 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.
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  • Give It Twice Trust
    You 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.
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  • Life Estate Reserved
    You 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!
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