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Planned Giving

Planned Giving: What's your legacy?

For many families, commitment means making a contribution that extends well into the future – helping sustain our mission and our vision. Planned giving is an excellent way to make a gift of extraordinary meaning.

 

Anyone of any age can make a planned gift, which can bring financial benefits not only to Perelman Jewish Day School but also to you. Donors may save taxes, increase income and pass more wealth on to their heirs.

 

There are many ways to structure a gift, including:

  • Bequests
  • Charitable gift annuities
  • Charitable lead trusts
  • Charitable remainder trusts
  • Gifts of appreciated securities
  • Gifts of real estate
  • Pooled income funds
  • Retirement assets (IRAs)

 You may wish to discuss your situation with legal and tax advisors to determine the most advantageous and appropriate gift for your circumstances.

 

Contact Us
We welcome the opportunity to discuss your options. Please contact Caren Barnet, Director of Institutional Advancement, (610) 658-2518, ext. 255.