You are at: Planned Giving
For 40 years we have been working with donors to create plans that will meet their charitable giving wishes and provide for the future of the Jewish community. You'll find some of their stories on our website. Their gifts were motivated by their beliefs in tradition, community, and Judaism. Their investment in a vibrant Jewish future has already impacted lives in Western Massachusetts and around the world. Invest in what you believe in.
Washington News
In IR-2022-8, the Internal Revenue Service announced that tax season will...
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Personal Planner
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to...
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Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
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Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
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