Whether your assets are large or modest, there are options available that will enable you to include TBZ in your estate planning The possibilities range from making TBZ a beneficiary in your will to more complex arrangements such as charitable gift annuities and charitable remainder trusts that can create immediate tax benefits and retained income benefits for you.
Outright Gifts of Appreciated Assets
Assets that have appreciated in value and have been held for more than a year, such as stocks or real estate, can make wonderful gifts to Temple Beth Zion, with the benefit of additional tax savings for you. You may be able to deduct the fair market value of the asset you give to Temple Beth Zion and avoid all capital gains tax on the increased value. Thus, you may also want to consider donating real property not in use or purchased as an investment many years ago.
For more information about gifts of appreciated assets to Temple Beth Zion, please contact the shul’s Development Committee (email@example.com) or call 617-566-8171.