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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Saturday February 22, 2020

News

Thank you for your interest in The Associated. Our hope is to serve you and your family with helpful information. Learn More
Peak IRS Filing Season after Presidents Day Holiday
Washington News
The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and refunds is down slightly from...
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Gifts from IRAs, Part 7
Case of the Week
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the...
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Organization's Scholarship Awards Not Taxable
Private Letter Ruling
Private Foundation (Foundation) requested advance approval of its educational grant procedure under Sec. 4945(g)(3). Foundation plans to operate an...
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A Case for Charitable Gift Annuities
Article of the Month
Individuals choose to interact with charities in various ways. Some will volunteer their time, others their talents and still more prefer to donate...
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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 of Cash
Personal Planner
Gifts of Cash

Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year this year. After all the...

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Peak IRS Filing Season after Presidents Day Holiday
Washington News
Peak IRS Filing Season after Presidents Day Holiday

The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and refunds is down slightly from...

Learn More