Create a Jewish Legacy for Temple Emanuel

Donors who have created planned gifts for Temple Emanuel include:
Pearl H. Glassman

Pearl H. Glassman may be the perfect example of how anyone can become the embodiment of Tzedakah. During a laugh-filled conversation and guided tour of her beloved home at Beth Sholom Terrace, the energetic 97-year-old left no question as to her commitment to the ideal of Jewish giving. Read more and watch the video.

Gift of Retirement Assets
A gift of your retirement assets [IRA, 401(k), 403(b), pension or other tax deferred plan] is an excellent way to make a gift. If you are like most people, you probably will not use all of your retirement assets during your lifetime. Make a gift and help further our mission. Find out more.

Give your retirement assets in your will
Did you know that 50%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis (such as real estate and stock) and give the retirement assets to our organization. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

How to transfer your retirement assets
Your retirement assets may be transferred to us by completing a beneficiary designation form provided by your plan custodian. If you designate our organization as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.