IMMEDIATE PLEDGE GIFTING
Various opportunities exist beyond simple donations.  You can enjoy various tax benefits. Here are just a few:

• Directing all or part of Retirement Plan Assets, via an IRA’s Required Minimum Distributions (RMD) directed to the synagogue for those who are age 72 or older
• Gifting assets that have appreciated in value such as stocks, bonds, mutual funds, ETF’s, etc. that have been owned for more than one year
• Charitable Remainder Trusts (CRT)

 
LEGACY GIFTING
Ensure Shearith Israel's bright future continues beyond your lifetime. Everyone can make a legacy gift. There are many alternatives to choose from, including some  that offer tax benefits, like a Will or a Trust.  To learn more about how life insurance policies, trusts, bequests from wills, principal portions of IRA’s, Retirement Assets and more can protect and strengthen Shearith Israel, please contact Melissa Friedensohn at [email protected]. 
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To set up a conversation about Legacy Gifting , please complete this form and someone will be in touch with you shortly! 

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