Retirement Plans and Charitable Giving

Retirement Plans and Charitable Giving

Retirement Plans and Charitable Giving Retirement plans can present tax-smart charitable giving opportunities both (1) during a donor’s lifetime, as well as (2) in the donor’s estate plans. 1. Charitable Giving Opportunity with an IRA During a Donor’s...
Former Jewish Home Assets Benefit Local Jewish Elderly

Former Jewish Home Assets Benefit Local Jewish Elderly

Former Jewish Home Assets Benefit Local Jewish Elderly When the Jewish Home for the Aged was sold to a Chicago firm in 2011, the Jewish Home Building Fund Corporation, which was a separate entity, continued to hold the former Jewish Home’s assets, including, many of...