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Bennett Wolf's Charitable Remainder Trust
With dedication that spans 20 years as a Jewish Home Board member and includes a legacy gift toward the future of the Home, Bennett Wolf sets a wonderful example for others to follow. More on Bennett Wolf's Charitable Remainder Trust >>.
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Gittelson Family Limited Partnership
Arnie Gittelson grew up in Minneapolis, Minnesota, and graduated from high school during the Depression. He joined his uncle in Miami, Florida, and became a jack-of-all trades on a sightseeing ship. More on Gittelson Family Limited Partnership >>.
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Inge Sternberg and the Charitable Gift Annuity
Inge Sternberg is quite a legend among the members of the Benefactors/Jewish Club of 1933, the second oldest Jewish Home support group. And now, with the creation of 11 charitable gift annuities, 86-year-old Inge has become a legend at the Jewish Home. More on Inge Sternberg and the Charitable Gift Annuity >>.
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Lee Lasker and the Gift Annuity
Leesbet Dubin Lasker grew up in Berlin and came to the United States in 1938. Her parents settled in Los Angeles and Lee was the first immigrant to attend Dorsey High School (and the first girl to ever attend a woodshop class!). More on Lee Lasker and the Gift Annuity >>.
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Bequests for Scholarships
Joe and Anna have been faithful supporters of Los Angeles Jewish Home for the Aging over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.
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Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.
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More on Peace of Mind Gift Annuities
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on More on Peace of Mind Gift Annuities >>.
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Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.
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The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
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Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
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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 >>.
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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 >>.
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Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Los Angeles Jewish Home for the Aging. More on Easy IRA Gift >>.
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Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Los Angeles Jewish Home for the Aging shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.
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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 >>.
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* These donor stories are for illustrative purposes. Each story is based on an actual gift case or a combination of cases. The pictures and names may be representative of the actual donors who were involved in either the cases or a combination of cases.
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