Planned Giving Home

Home | Log In | Sign Up

Planned Giving Home

Donor Scenarios

IRA Rollover

Welcome to the Messianic Jewish Alliance of America
Planned Giving
Thank you for visiting the Messianic Jewish Alliance of America gift planning website. Our hope is to serve you and your family with helpful information as you investigate the many financial planning packages available today. We are blessed to have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans and--at the same time--are supporting the physical and spiritual restoration of Israel.

This website contains gift planning stories, an automated proposal page where you can securely examine packages you're interested in, a "Reading Room" that contains a library of helpful and timely articles, and other critical updates (like our Savvy Living column) necessary in these troubling times.

Or, you can scroll to the bottom of this page where Hank Rich, our Planned Giving Advisor has included a Steps to Wise Giving that will take you step-by-step through the process of making wise choices for you and your family's future.

You have an opportunity to leave a lasting legacy. Thank you for taking the time to explore the benefits of gift planning.

Benefits for Your Family and the Messianic Jewish Alliance of America

Whether you're new to the planned giving world or experienced, the changes to and variety of plans can seem intimidating. Which plans provide benefits? Which plans provide increased income? Are there tax savings? Why not begin by meeting these friends. They'll tell you how they have benefited from a variety of plans. Just click on the picture and you can view each story.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

A Bequest to Further Good Work
Nancy and David Atkins were dedicated supporters and made many trips to Israel to assist us in our work. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Hank Rich
CFO

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.