Gifting Opportunities

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 Kyle Queal, Chief Operating Officer, at .

To set up a conversation about Legacy Gifting , please complete this form and someone will be in touch with you shortly!