PLANNED GIFTS TO TEMPLE SINAI

Planned Gifts and Endowments to Temple Sinai can be made many ways and with many different assets.  These gifts not only benefit Temple Sinai but can provide tax benefits and even income to the donor.   Contact JThis email address is being protected from spambots. You need JavaScript enabled to view it.This email address is being protected from spambots. You need JavaScript enabled to view it. or 596-2567, any Endowment trustee, or our financial advisors at Morgan Stanley, Richard and Dick Maurer. at 757-259-7100.  We encourage you to meet privately with them in Williamsburg.  They can help provide information and options that can be tailored to your situation, from the smallest gift to detailed estate planning options.

 

WHAT TO GIVE

Gifts of Cash
Gift of Insurance
Gifts of Stocks and Bonds
Gifts of Real Estate
Gifts of Retirement Assets  

WAYS TO GIVE

Bequest to Temple Sinai of cash or a tangible asset (like stock) in your will or trust.
Charitable Remainder Trust
Charitable Gift Annuity
Beneficiary designation for insurance, bank account, or IRA
Deed of real estate with or without reservation of a life estate.