Legacy gifts provide the foundation for the work of the Florence Melton School of Adult Jewish Learning. These contributions allow you to take care of your family, provide for loved ones, and include a charitable gift for the Florence Melton School of Adult Jewish Learning. We can help you find the best way to make your donation, and perhaps help you to make a larger gift than you thought possible.
Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
It’s really never too early – or too late – to do retirement planning. With this in mind, Melton offers the following list of basic points to consider.
A gift plan can provide you with substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.