Including West End Synagogue in your estate plan allows you to contribute to our success while helping achieve your philanthropic and financial goals.
Potential benefits of planned giving to West End Synagogue include the following:
- Receive a current income tax charitable deduction.
- Reduce estate and gift taxes.
- Avoid long term capital gains.
- Increased income and effective rates of return.
By including West End Synagogue in your estate plan, you will become a member of the WES Dor v’Dor Legacy Society, joining others who have made such important provisions.
We invite you to consider the following gift options to West End Synagogue as part of your estate plan:
Bequests by will or trust. You may give cash, specific property or a percentage of your estate to West End Synagogue free of estate tax.
Charitable Remainder Trusts. These trusts provide fixed or variable payments to the donor or beneficiary during the donor’s lifetime or for a period of years. Upon the termination of the trust, the remainder interest goes to West End Synagogue.
Retirement Assets and Life Insurance Policies. These tax free gifts may benefit both you and West End Synagogue.
We can work with you and your professional advisors to help you plan for tomorrow and receive maximum benefits today. For more information please contact Jerry Saltzman or Al Slawsky, or contact Synagogue Administrator, Janet Kallo at JKallo [at] westendsynagogue.org, who will forward your message.