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
On November 19, 2021, the Internal Revenue Service announced that National...
More
Personal Planner
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial...
More
Learn how to make a gift that provides tax benefits and even life income. Discover the best gift option to meet your goals.
More
Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
More
We are delighted to make available to you our weekly e-newsletter. It features news from Washington, Savvy Living, Gift Stories, Finance News and timely articles.
Sign Up
