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.
Learn More

Dixie and Neil Leikach
Dixie and Neil Leikach are both committed Associated leaders with the Baltimore-Ashkelon Partnership Committee.
Learn More

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.
Learn More


VIEW MORE

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile Video Button

Life Estate Reserved

You may desire to leave your home to The Associated at your death but would also like to receive a current charitable income tax deduction. A life estate reserved might offer the solution you need!

Benefits of a life estate reserved

  • Receive a federal income tax deduction for the value of the remainder interest in your home
  • Preserve your lifetime use and control of your home
  • Create a life estate based on more than one life. This will preserve the use of the property for you and a loved one, such as a spouse or dependent child

How a life estate works

  1. You deed your home to The Associated. The deed will include a provision that gives you the right to use your home for the rest of your life and that of any other life estate party named in the deed.
  2. You and The Associated sign a maintenance, insurance and taxes (MIT) agreement to explain that you will do your best to keep the property in good condition and that you will maintain property insurance and pay the property taxes.
  3. When the owners of the life estate have passed away, your home will belong to The Associated. We will use or sell the property to further our charitable work.

Contact us

To learn more about a life estate, please contact us. We would be happy to assist you and answer your questions.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown

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.
Read More