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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Supporting Foundations

A supporting foundation is an independent, nonprofit corporation with its own identity and corporate structure that works together with The Associated. While it qualifies as a public charity with all attendant tax benefits, it has many of the advantages of a private foundation. Establishing a Supporting Foundation at The Associated requires a minimum donation of $1 million.

How a Supporting Foundation Works

You may appoint as many directors to the Foundation's Board of Directors as you choose, from your family, circle of friends or trusted colleagues. The Associated also appoints directors, constituting a simple majority as required by law. The Board conducts the Foundation's business, including making investment decisions and charitable distributions.

Donor Benefits

  • Continue in perpetuity, allowing family members to work together towards defined goals and philanthropic objectives.
  • Provides more favorable tax benefits than private foundations.
  • Not subject to excise taxes on investment income.
  • Establishes a board of directors with your representation.
  • No annual minimum distributions required.
  • Support by The Associated's professional staff may assist with drafting mission statements and researching charities, creating a philanthropic focus, evaluating proposals, as well as administrative, legal and financial responsibilities.

Contact us

If you have any questions about establishing a supporting foundation with The Associated, 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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