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
The enduring legacy of Suzanne F. Cohen (1935-2018) continues to serve and provide for our Baltimore community. An arts enthusiast, Suzanne was thoughtful about her philanthropic decisions. During her lifetime, Suzanne established the "Nathan L. and Suzanne F. Cohen Philanthropic Fund" to support emergent Jewish issues and the "Cohen Opportunity Fund" to create access to opportunities in underserved communities. That legacy lives on through her family. In addition, Suzanne created the "Nathan L. and Suzanne F. Cohen Annual Campaign Endowment Fund" to endow a permanent gift to The Associated Annual Campaign.
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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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How to Give

Giving to The Associated can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate The Associated as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • Beneficiary Designation Gifts
    You can designate The Associated as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Donor Advised Funds
    You fund a Donor Advised Fund and recommend charitable grants during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Endowment Funds
    Plan your legacy and make a gift that will have a lasting impact.
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  • IRA Rollover
    For those 70½ and older, you can make a direct IRA rollover gift of up to $100,000 directly to The Associated.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated stock to The Associated in exchange for our promise to pay you fixed payments for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated stock to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to The Associated for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to fund a charitable remainder trust; when the property sells, you receive income from the trust and cash from your portion.
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  • Bargain Sale
    The Associated will purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your personal residence or vacation home to The Associated but retain the right to live in the property during your life.
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  • Supporting Foundations
    A supporting foundation is an independent, nonprofit corporation with its own identity and corporate structure affiliated with The Associated.
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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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