Dear Friends of Temple Beth El:

These are difficult economic times of low interest rates and low returns on investments.  However, Temple Beth El has opportunities to improve your financial picture.  We have a very special giving opportunity that may enable you to:

• Reduce your income tax obligation at the time of its creation and up to five years thereafter
• Reduce estate tax to your heirs
• Avoid or defer capital gains tax on appreciated assets
• Increase your income.

If you now own low or non-income producing assets, you may want to consider placing them in a Charitable Gift Annuity, naming yourself as the income beneficiary and Temple Beth El as the remainder beneficiary.  These assets can be sold by the Temple without incurring any capital gains.  The proceeds can then be reinvested in assets, providing you with a much higher income yield, dependent on your age.

You also may determine, with certain limitations, the percentage of income you wish to receive from your trust.  You can specify a period of time of not more than twenty years or, contingent upon your age, set up the trust to pay income to you for the rest of your lifetime and/or the lifetime of another person.  At the end of the trust term, the balance of the trust becomes your gift to Temple Beth El.

As you can see, there are still opportunities to invest in your future and in the future of Temple Beth El.  If you are interested in more information on creating a Charitable Gift Annuity, please call any of us listed below at the Temple office (954) 920-8226.

Sincerely,

Marcia Rapp
President

Brent Spechler & David Esack
Co-Chairmen Vision 2007
 

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