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Bequests: Gifts from your will or trust. Bequests are ideal for donors who wish to make a contribution without diminishing available assets during their lifetime. You can designate a specific sum of money or a percentage of your estate’s value, or identify an asset to be transferred.
Beneficiary Designations: Gifts from your retirement plan or life insurance policy. Assets in a qualified retirement plan such as an IRA, a 401(k), a Keogh or a life insurance policy are typically included as part of a taxable estate. To minimize income and estate taxes you can select the Weinstein JCC as the beneficiary of these retirement assets.
Income for Life Gifts: Gifts from annuities or trusts. Income for Life Gifts include Charitable Gift Annuities and Charitable Remained Trusts. These vehicles allow you to generate income to enhance your lifestyle and create a legacy for the community. You contribute cash or securities to a fund or trust, decide who will receive income from it (yourself, a family member or friend), and make decisions about the income distribution process. When the income period ends, the funds flow to the designated charitable beneficiary.
Appreciated Assets: Gifts of stock. Your gift of appreciated stock that has been held for more than one year will benefit the Weinstein JCC and may save you capital gains taxes and provide a variety of other tax benefits.
More gift planning vehicles are available to help you meet your legacy goals. We encourage you to contact a financial advisor or your attorney to further explore these options.