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Your Will: A Powerful Tool—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests. |
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Planning Your Will for All It's Worth—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction. |
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Guaranteed Income for Life: The Charitable Gift Annuity—Explains how a gift annuity can benefit Hillel and pay you partially tax-free income for life. |
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Life Insurance: A Flexible Asset—Discusses the many ways life insurance can be used to provide for loved ones and Hillel, as well as how to avoid taxation on the proceeds. |
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How to Realize Maximum Benefits from Your Real Estate—Explains how a charitable gift of a residence, vacation home, or investment realty can enhance income and produce maximum tax benefits for you and your family. |
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12 Ways a Charitable Gift Annuity May Benefit You—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles. |
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A Philanthropist's Guide to Federal Taxes—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income. |
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A Personal and Charitable Financial Record—Provides a reference of everything you need to consider when planning your estate, and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers. |
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Augment Your Retirement Security: The Deferred-Payment Gift Annuity |
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Enhance Your Financial Security with Effective Use of Charitable Remainder Trusts |
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Giving Appreciated Property: How to Get the Most Out of It—Highlights the estate-planning process and how charitable provisions can be beneficially incorporated into an estate plan. |
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Ways to Give |
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The Charitable Lead Trust: A Cost-Effective Method of Benefiting Charity
— Then Your Heirs |
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Charitable Tax Planning with Retirement Funds—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution. |
