Make a difference
You may wish to designate the Simon Wiesenthal Center as beneficiary of your retirement plan. When you designate your children or other heirs as beneficiaries, they receive only a small fraction of the plan's value since inherited assets of retirement plans (such as IRA's, 401k's, Keogh Plans and others) are subject to both estate and income tax. You would be making a substantial donation to the Center at a minimum cost to your family with plan assets that would be otherwised subject to tax.
Pooled Income Fund*
After your lifetime, or that of the designated life income beneficiary,the remainder interest will vest to the Simon Wiesenthal Center.
Charitable Gift Annuities**
Merrill Lynch Trust Company will serve as the trustee and fiduciary for the Simon Wiesenthal Center Pooled Income Fund and Gift Annuity Program. Merrill Lynch philanthropic services offers the expertise of professional asset management with a full range of fiduciary services.
For more information, contact:
Rabbi Meyer H. May