Planned Giving
Gift Options
News
For Advisors
Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.
Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.
Thank you for your interest in Jewish Federation of the Lehigh Valley. Our hope is to serve you and your family with helpful information.
We have complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
Charitable Unitrust
You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property.
Or perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
JFLV
Benefits of a Charitable Remainder Unitrust Gift
- Income for life, lives, or term of years
- Avoid capital gains on the sale of your appreciated assets
- Charitable income tax deduction for remainder portion of your gift to the Jewish Federation of the Lehigh Valley
- Future legacy gift to our organization
Charitable Remainder Unitrust for Income
A charitable remainder unitrust pays you income that reflects trust investments. There is the potential that your income could increase over time with growth in the trust.
How to Select the Right Unitrust Payout for You
There are several unitrust payout options to meet your needs:
- The standard unitrust pays out a percentage of the trust assets each year
- Another payout option, used commonly for real estate, permits the trust to sell the property tax free and then begin paying you income after the property has been sold
