Planned Giving

Make an impact and ensure The Associated's future viability and strength by leaving us a bequest in your will or living trust.

Bequest Language

Suzanne F. Cohen
An arts enthusiast, Suzanne is thoughtful about her philanthropic decisions. The Nathan L. and Suzanne F. Cohen Philanthropic Fund supports The Associated's Annual Campaign and emergent Jewish issues while the Cohen Opportunity Fund creates access to opportunities in underserved communities.
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Dixie and Neil Leikach
Dixie and Neil Leikach are both committed Associated leaders with the Baltimore-Ashkelon Partnership Committee.
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Liz and Donni Engelhart
As donor-advised Impact fund holders, the Engelharts established a fund that allows young donors to contribute over a 5 year period.
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Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to The Associated that can provide you with a secure source of fixed payments for life.

Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of The Associated with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support The Associated.

  1. You transfer cash or property to The Associated.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

ACGA Rates at Selected Ages for a Single Life (Effective January 1, 2012)

For a more complete listing of rates, please contact us.

Age Rate
75 5.8
80 6.8
85 7.8
90 9.0
95 and over 9.0

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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Harry Greenstein Legacy Society

If you have already made plans to remember The Associated in your estate plans, we invite you to join The Harry Greenstein Legacy Society so we may acknowledge your thoughtfulness and generosity.
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