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Editorial Board of the Forward, 1945

Bequests

Jewish Studies continues to enrich and stimulate new generations of students and scholars. Through planned giving, you can embrace future generations. Planned giving provides many unique benefits that may reduce your income-taxes, avoid capital-gain tax and achieve worry-free asset management. University of Michigan Development staff members are highly skilled and prepared to provide you and/or your financial advisors with the assistance necessary to explore and formulate a planned gift to the Frankel Center.

Types of giving include:

Gifts of Assets
The simplest way to support the Frankel Center is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (real estate and personal property). These not only can provide you with charitable deductions, but often offer additional tax savings.

Gifts by Will
Through various types of bequests for the Frankel Center, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support Jewish Studies for years to come.

Gifts That Pay You Income
Do you want to support The University of Michigan, but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities, charitable remainder trusts, and pooled income funds, can provide donors with an income stream, significant tax savings, and the satisfaction of supplying The University of Michigan with vital long-term resources.

The Charitable Lead Trust
Transferring property to The University of Michigan and individuals you wish to benefit is not always an either/or proposition. With careful planning you may be able to arrange your transfers to accomplish more than one objective. For example, if you have assets that are appreciating, children who may want to start a business in the future, and a desire to assist The University of Michigan, you may wish to consider creating a charitable lead trust.

Gifts of Retirement-Plan Benefits
You may consider using retirement-plan benefits to make a significant gift that will support The University of Michigan. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.

Friends & Alumni

2111 Thayer Bldg.
University of Michigan
202 S. Thayer Street
Ann Arbor, MI 48104-1608
Phone: 734-763-9047
Fax: 734-936-2186
The Frankel Center for Judaic Studies