Many Giving Options
There are many different types of estate gifts that will help build and strengthen a permanent endowment for Temple Emanuel and our Jewish community. Please be sure to consult with your financial and legal advisors in order to determine which gifts make sense for your situation.
Revocable Gifts for Maximum Flexibility
The future is uncertain. Revocable gifts empower you to create a planned gift today while still retaining control over these assets for the balance of your life. Should you ever need these assets, they will be available. If not, your gift will come to Temple Emanuel exactly as you desire.
By naming Temple Emanuel in your Will or Living Trust, you create a gift today that we will receive when your estate is settled.
You can name Temple Emanuel as a beneficiary of your IRA or company retirement plan. To include Temple Emanuel, simply request a “beneficiary change” form from your IRA custodian or HR department, complete the form, and then return it according to the instructions provided. Beneficiary change forms are often available online.
You can name Temple Emanuel as the beneficiary of a new or existing life insurance policy. To include Temple Emanuel, simply request a “beneficiary change” form from your life insurance company, complete the form, and return it according to the instructions provided. Many companies make beneficiary change forms available online.
Irrevocable Gifts for Maximum Tax Benefits
Irrevocable gifts are those given to Temple Emanuel that are complete and cannot be taken back. The IRS provides important tax incentives to encourage support for charitable organizations and in many cases these benefits are only available for irrevocable gifts.
Some people prefer to make a current donation to the endowment fund. Typically, gifts of cash or appreciated assets are most appropriate.
Charitable Gift Annuity
A gift annuity is a simple contract in which Temple Emanuel agrees to pay you (and/or another person) an income for life, in exchange for a gift you make today.
Charitable Remainder Trust
In the right situations, a charitable remainder trust can provide powerful financial, tax, and estate planning benefits. You donate assets into trust for the eventual benefit of Temple Emanuel. In the interim, the trust pays income to you and/or your designated income beneficiaries.
Charitable Lead Trust
A charitable lead trust can provide support for Temple Emanuel while transferring assets in the future to your heirs with little or no gift or estate tax.
Retained Life Estate
You can donate a residence to Temple Emanuel and still retain the right to live there for the rest of your life.
For more information about creating your legacy at Temple Emanuel, please feel free to contact Francie Miran at firstname.lastname@example.org or 303-388-4013, x335. Again, there are never any expectations or obligations to complete any gift.