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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.
| Personal Planner | Trusts To Protect Children
Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
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.
 | 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 >>. |
 | Bequests Joe and Anna have been faithful supporters of the Messianic Jewish Alliance of America. They believe it is important to support the physical and spiritual restoration of Israel--especially at this time. More on Bequests >>. |
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. |
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