Charitable Donations: Planned Giving*
|
Planned Giving is a wonderful way to support Temple Emanu-El of Palm Beach for the future while also offering important benefits to you.
Planned giving options include:
- Charitable Remainder Trusts, which allow you to transfer assets into a trust that will provide you or your beneficiaries with payments for life.
- Charitable Gift Annuities, to which you make a contribution of cash or securities in return for Temple Emanu-El’s promise to pay one or two annuitants a fixed income for life.
- Deferred Gift Annuities, which are similar to charitable gift annuities except that your payments are deferred.
When you make a planned gift to Temple Emanu-El of Palm Beach of a charitable annuity or charitable remainder trust, you or your beneficiaries will receive payments for life (or for a pre-specified term of years). This helps you provide for your family during retirement and can be a very attractive option for donors who are looking for ways to guarantee a yearly income for someone—a loved one or themselves—while still benefiting the Temple. Upon the death of the last surviving income beneficiary, remaining funds are transferred to Temple Emanu-El and typically are added to Temple Emanu-El’s Unrestricted Endowment.
To further explore the benefits of making a planned gift to Temple Emanu-El please contact the Temple office at 561-832-0804. You also are encouraged strongly to consult your personal legal and tax advisors to discuss whether these options would be best for your personal situation.
* All of the information in this section is general in nature and no one should rely on the information contained herein without first seeking advice from their attorney and/or tax advisor.
Return to Contribute
| |
|
