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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Friday July 20, 2018

News

Thank you for your interest in The Associated. Our hope is to serve you and your family with helpful information. Learn More
IRS Summertime Tax Tips
Washington News
In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and...
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The Values-Based Lead Trust
Case of the Week
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers. When Stacy was born, it was a dream...
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IRS Denies Exempt Status to Insurance Group
Private Letter Ruling
Organization offers memberships to law enforcement officers in state C. Organization was formed to provide security services, improve the...
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IRS Tax Treatment of Cryptocurrency
Article of the Month
Cryptocurrency is an encrypted form of digital virtual currency which has grown in prominence, as its most popular variant, Bitcoin, has exploded...
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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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Integrity and Initiative
Personal Planner
Integrity and Initiative

Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the...

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IRS Summertime Tax Tips
Washington News
IRS Summertime Tax Tips

In IR 2018-149, the Service highlighted tax tips for the summer season. While most taxpayers are understandably thinking about barbeques and...

Learn More