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You can perpetuate your commitment to the Simon Wiesenthal Center and at the same time benefit from the form of philanthropy knows as Planned Giving. Charitable estate and financial planning may be in the form of cash, real estate, securities or other marketable property. Planned Giving opportunities include Bequests, Lifetime Gifts of Appreciated Property, Charitable Remainder Trust, Charitable Lead Trusts, Life Insurance, Retirement Plans, and an Affirmation of Your Commitment. For more information, contact: Rabbi Meyer H. May
2009 Extension of Tax-Free IRA Gifts The Tax-free rollover gifts from traditional or Roth IRA’s to charities such as the •donors who are 70½ or older to contribute As was the case in 2006 and 2007, this legislation does not permit an IRA Charitable Rollover to fund life income gifts such as Charitable Gift Annuities and Charitable Remainder Trusts, or to make gifts to private family foundations and donor-advised funds. However, a donor can use these funds to pay a pledge made to a charity. In order to properly complete the gift, your IRA administrator must make the check payable directly to the
For more information, please contact Rabbi Meyer H. May, SWC Executive Director, rabbimay@wiesenthal.com, or 800-900-9036.
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