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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Saturday March 25, 2017

News

Thank you for your interest in The Associated. Our hope is to serve you and your family with helpful information. Learn More
IRS Tax Time Tip -- 2016 IRA Contributions
Washington News
In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 tax year. Traditional IRA contributions are tax deductible and the...
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Exit Strategies for Real Estate Investors, Part 1
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl...
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Museum's Coffee Shop will not Generate UBTI
Private Letter Ruling
Entity A is a non-profit, tax-exempt organization under Sec. 501(a) which plans to construct, own and operate a community cultural center (the...
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Navigating the Unrelated Business Income Tax – Part I
Article of the Month
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Sec. 1.501(c)(3)-1(c)(1). This standard is known as the...
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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.
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Gifts with Life Income
Personal Planner
Gifts with Life Income

Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift. A donor...

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IRS Tax Time Tip -- 2016 IRA Contributions
Washington News
IRS Tax Time Tip -- 2016 IRA Contributions

In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 tax year. Traditional IRA contributions are tax deductible and the...

Learn More