Planned Giving is a Two-Way Investment
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Planned Giving Options
Bequest: Defer your gift until after your lifetime.
Charitable Remainder Trusts: Two ways to "give away the tree, but keep the fruit."
Gift Annuity: Earn partially tax-free income for life at a competitive return rate.
Deferred Gift Annuity: A gift that pays a higher interest for life.
Life Insurance: An affordable way to make a substantial gift.
Pooled Income Fund: A way for you to share the wealth.
Real Estate: Three ways to give and gain.
Retirement Plan Assets: Will your IRA be taxed twice?
Named Endowment Fund: Create a lasting tribute.
LEGACY FOR LIFE
View our Scroll of Life Eternal to see the names of dearly departed members and friends who made ORT America a part of their legacy, by enabling a bequest to ORT America. More than 1,100 participants have included ORT in their estate plans - ensuring the continuity of ORT programs for many generations to come. View our De Gunzbourg Society page to see a list of current participants, and learn more.
Nowadays, everyone is seeking gains on their investments. However, in search of the perfect opportunity, many reach for the obscure instead of the obvious. In these economic times, it is better to pursue moderate gains rather than search for the next gold rush. One of the more secure ways to achieve these personal and financial goals is through ORT America's Planned Giving options. Planned Giving ensures that your investment needs are met, while insuring a legacy marked by the successes of ORT students to come.
Creating a planned gift through ORT America guarantees the impact of an ORT education for generations to come. Although you may have experienced ORT through its programs and outreach, now is the time to demonstrate that you know ORT Works!
Planned gifts come in many varieties, from bequests and gift annuities to life insurance, with many variations in between. Large or small, your investment reaps abundantly in the form of educated minds and flourished communities. Isn't it time you ensure your legacy?
If you want to learn more about how you can benefit financially while furthering the educational and cultural work done by ORT among the world's Jewish communities, please contact me…….
As always, there is no obligation by discussing your legacy options.
ORT America has varous planned giving options, which can be tailored to your individual needs. Please contact Marla Landis, Senior Director of Major Gifts & Planned Giving to discuss - 818.865.1802 or e-mail firstname.lastname@example.org.
*This information was prepared as an educational service and is not intended as legal, tax or financial advice. Donors should obtain legal, tax and financial opinions from their own professional advisors