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Planned Giving


*On December 16, the Senate passed HR 5771 which included a one year extension of expired tax provisions retroactive to January 1, 2014. This reauthorizes the IRA charitable rollover through December 31, 2014. Donors age 70 1/2 and older may transfer up to $100,000 from their IRA to a qualified public charity. The transfer will be made free of federal income tax and the gift qualifies for the donor's 2014 required minimum distribution (RMD).

A Tradition of Charitable Giving … A Plan for the Future

Just as you plan for your future and that of your loved ones, the Simon Wiesenthal Center must plan for its future. We must be prepared to face new challenges, anticipate worldwide trends and provide creative measures to battle anti-Semitism, hatred and injustice.

There are philanthropic tools available that can benefit you and your loved ones while helping to secure the Center’s future. You can perpetuate your commitment to the Center and at the same time benefit from the form of philanthropy known as Planned Giving.

The Simon Wiesenthal Center recognizes that there is much more to charitable giving than the desire for tax benefits. As everyone’s needs and objectives are unique, it is imperative to consult with your own tax and legal advisers. Our team of development professionals are prepared to work along with your estate and financial planners to provide all the necessary information specific to meet your objectives.

Planned Giving opportunities include:
 

Bequests 
Lifetime Gifts of Appreciated Property 
Charitable Remainder Trust 
Charitable Lead Trusts 
Life Insurance 
Retirement Plans 
Gifts of Stock and Securities
Affirmation of Your Commitment

For more information, contact:
Rabbi Meyer H. May
Executive Director
800-900-9036
rabbimay@wiesenthal.com

"I have received many honors in my lifetime. When I die, these honors will die with me. But the Simon Wiesenthal Center will live on as my legacy."


* The Simon Wiesenthal Center, Inc. is a qualified tax-exempt nonprofit corporation under Section 501(c)(3) of the Internal Revenue Code. The tax identification number is 95-3964928.
This information is intended to provide general gift planning education. Our organization is not qualified to provide specific legal, tax or investment advice, and this source should not be looked to relied upon as a source for such advice. Consult with your legal and financial advisors before making any gift.