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Planned Giving
Planned Giving
Planned giving is a wonderful way to support Temple Aliyah's endowment. It also can offer great benefits to you. Planned giving options include:
Current Gifts
Current gifts to the endowment are fully tax deductible, subject to the Tax Code’s percentage limitations. You can give cash or securities. Contributing appreciated securities not only generates a charitable deduction but also permits you to avoid realizing a capital gain on the appreciation. If you would like to make a substantial gift but want to structure it to be paid over a number of years, you may make a charitable pledge. Also, if you have established a private foundation or a donor-advised fund, please consider making a grant to the endowment from that source (but such a grant should not be used to satisfy a pledge).
Retained Income
Retained income gifts permit you to convert appreciated assets into an income stream during lifetime without generating a current capital gains tax, and permit a current deduction for the charitable interest. At death, the remaining funds would be added to the Temple Aliyah endowment. Such a gift could take the form of a Charitable Remainder Trust or a Charitable Gift Annuity.
Estate Planning
Estate planning is another opportunity to provide for the endowment. Consider adding a gift to the endowment in your will or revocable trust. It would provide a lasting legacy and also generate an estate tax deduction. Also consider naming the endowment as a beneficiary of a portion of your IRA or qualified retirement plan—such a gift would pass free of both estate tax and income tax.
Members of the Endowment Committee would be happy to speak with you or your advisors about options for tax-wise giving, and would be happy to provide language for properly designating the endowment in your estate plan. For more information, please contact Heydon Traub or Geoffrey Kurinsky, Co-Chairs of the Temple Aliyah Endowment Committee, or submit the Inquiry Form and a member of the Endowment Committee will contact you as soon as possible.
Friday, March 5 2021
21 Adar 5781
Upcoming Events
Recurring Zoom Programs
Weekday Morning Minyan
Daf Yomi with Rabbi PerkinsMonday mornings at 8:00 amClick Here to join us for our weekly study session.
Weekday Evening Minyan
Monday - Thursday evenings at 7:30 pmClick Here to Daven with us on Zoom. http://zoom.us/j/292538091Parashat Ha-Shavua: Reflecting on the Weekly Torah PortionFriday mornings at 11:00 amClick here to join us on Zoom.Kabbalat ShabbatFriday evenings at 6:15 pm
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Shabbat Morning Services
Saturdays at 9:15 am
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