190 North County Road, Palm Beach, FL 33480 | (561) 832-0804 | officesec@tepb.org

Temple Emanu-El of Palm Beach

Spiritual. Egalitarian. Welcoming.

Planned Giving

“We make a living by what we get, but we make a life by what we give.”

Winston Churchill

 

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Invest in the Future of Temple Emanu-El of Palm Beach – Join The Emanu-El Society

Your establishment of a legacy through The Emanu-El Society will help ensure the fiscal health of your Temple and perpetuate its continuation as a stable and vibrant Congregation for decades to come.

Benefits include:

1) Supporting the long-term viability of the synagogue you love.

2) Receiving prominent recognition on a special honors board.

3) An invitation to an annual private recognition event open only to members of The Emanu-El Society.

 

Make a Planned Gift and become part of The Emanu-El Society

A planned gift is a charitable gift that you decide to make as part of your philanthropic or estate plans. In addition to benefitting Temple Emanu-El of Palm Beach, a planned gift can benefit you and loved ones. It also stands as a lasting reminder to your children and succeeding generations of the values that are most important to you.

Planned giving offers various giving vehicles. If you give during your lifetime, you may receive charitable income tax deductions. You can also create a fund to honor or remember a loved one, perpetuating your family name long beyond your lifetime.

You designate how your gift is to be used: to provide unrestricted funds to help meet community needs now and in the future, or to provide permanent resources to aid identified initiatives that are of particular interest to you and your family. It’s up to you.

Outright GiftWhat is it? A donation of cash, securities or personal property
What are the tax benefits? Income tax deduction for the value of the gift, plus no capital gains tax due on appreciated property
What are some other benefits? You can tailor your gift to the immediate needs at Temple Emanu-El
Living TrustWhat is it? A trust you can establish to take effect during your lifetime
What are the tax benefits? Possible savings in estate taxes, if Temple Emanu-El is the beneficiary of the trust remainder
What are some other benefits? Terms of the trust can be changed at any time
Bequest in WillWhat is it? A gift you make by naming Temple Emanu-El in your will
What are the tax benefits? Estate tax deduction for the gift’s value, plus possible estate tax savings
What are some other benefits? Gives you flexibility in providing your family needs first
Life Insurance GiftWhat is it? A gift of an old or new policy with Temple Emanu-El named as the beneficiary and owner
What are the tax benefits? Immediate income tax deduction for the gift’s value, plus possible estate tax savings
What are some other benefits? Provides a way to make a significant gift with little expenditure
Retirement Gift PlanWhat is it? A gift made by naming Temple Emanu-El as remainder beneficiary after your death
Tax Benefits: Avoids tax on “income in respect of a decedent” as well as estate tax on the plan
What are some other benefits? Preserves plan’s value and allows you to leave heirs less costly bequests
Real Estate GiftWhat is it? A donation of real property, either in full or with a retained life estate
What are the tax benefits? Immediate income tax deduction for the charitable value of the gift, plus no capital gains tax due
What are some other benefits? Can allow you to live in your home and still receive a charitable deduction
Charitable Remainder Annuity TrustWhat is it? A trust that pays a set income to you or those you name before Temple Emanu-El receives the remainder
What are the tax benefits? Income tax savings from deduction, no capital gains tax liability, possible estate tax savings
What are some other benefits? Provides annual income that remains stable despite market fluctuations
Charitable Remainder UnitrustWhat is it? A trust that pays variable income to you or to those you name before Temple Emanu-El receives the remainder
What are the tax benefits? Income tax savings from deduction, no capital gains liability, possible estate tax savings
What are some other benefits? Provides annual income that could increase if trust value increases
Charitable Gift AnnuityWhat is it? A contract in which Temple Emanu-El agrees to pay you back a percentage of your gift annually for your lifetime
What are the tax benefits? Immediate income tax deduction for part of gift’s value, capital gains spread out over life expectancy
What are some other benefits? Gives you and/or another beneficiary set payments for life
Charitable Lead TrustWhat is it? A trust that pays Temple Emanu-El an income for a period of years before you or your heirs receive the true remainder
What are the tax benefits? Gift or estate tax savings for value of payments made to Temple Emanu-El
What are some other benefits? Allows you to pass assets to heirs intact at a reduced cost

Call Temple Administrator, David Schreier at 561-832-0804 for more details on ways you can help ensure Temple Emanu-El’s future.

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