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The benefits of deferring charitable gift annuity income payments Establishing a deferred payment charitable gift annuity is simple. You make a gift to The Associated of cash or appreciated securities and The Associated agrees to pay up to two individuals a fixed income beginning on […]

“We always had a pushka,” Gil said of the family’s tzedakah box. “We were Jewish. If you’re Jewish, you give.” Gil saw action in the Pacific during World War II, serving as a lieutenant on a Navy destroyer for three and a half years, and […]

As we approach the end of the year it is helpful to reflect on steps that can be taken to reduce taxes that otherwise would be due. When asset values are down, many advisors are reluctant to bring up charitable giving with their clients. They […]

Rich Topaz recently joined Yanky Schorr in our latest Mensches in Cars Getting Coffee. As this year’s Julius Rosenberg Memorial Award winner, Rich is certainly a Mensch. But what about those in his life?

Amee Cookler, the Macks Center for Jewish Connection’s new Camp Connector talks about her favorite camp memories, Jewish connections and more!

In our latest Pull Up A Chair, we meet Mark Newton, who recently retired after working at the Weinberg Park Heights JCC print shop for 23 years. A job, he says, that changed his life.

You grew up in Buffalo, New York  My family history is somewhat unique. On my mother’s paternal side, I am a fifth generation American whose family originally settled in Boston. My father’s grandfather was the first Jewish senator in the State of Ohio. My father’s […]

How did you get involved with The Associated? After college I moved to Baltimore to start my career and I came across The Associated’s Young leadership program. The Young leadership program was just starting when I participated in it, so it was cool to be […]

Rosenbaum spoke about her remarkable journey from childhood fan to front office executive, while also reflecting on growing up Jewish in Maryland. Eve will be the speaker at The Associated’s Jewish Professional Women’s Kick-off Event on November 15.  How would you summarize your role with […]

A potential work around for your clients with IRAs/401(k)s/retirement plans who want to provide an income stream for their heirs, and who are charitably inclined, is to establish a Testamentary Charitable Remainder Trust (Testamentary CRT) and to name that trust as their IRA beneficiary. A […]