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With a Planned Gift, you put your assets to work with our tax-efficient charitable strategies and provide significant support for American Jewish University students.

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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

  • Bequests
    Joe and Anna have been faithful supporters of American Jewish University. They believe it is important to help further our mission.
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  • Using a Beneficiary Designation to Make a Gift to Charity
    Joanne and her late husband Hal had been longtime supporters of American Jewish University. Recently, Joanne's children encouraged...
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small town, Lillian is ready to retire. Lillian has enough saved for retirement, but...
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  • Tax-Free Sale
    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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  • Endowment Gift
    Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well and a larger company is now discussing the possibility of buying the smaller company.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the property.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.
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  • Flexible Deferred Gift Annuity
    Louis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the price was low, and now the stock has grown substantially in value.
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  • Part Gift and Part Sale
    Susan and Kevin bought a vacant lot in Palm Springs many years ago. They had planned to build a second home so that their family could spend their winters in the desert.
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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.
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  • Gift of a Bank Account When No Longer Needed (POD)
    Leonard has been a faithful supporter of American Jewish University and makes regular gifts to support our work.
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  • Transferable on Death (TOD) Gifts
    Harold and Jeanne married after meeting at an American Jewish University donor event. They wanted to leave a legacy gift...
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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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.
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  • What Will You Do with Your Unspent Retirement Savings?
    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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  • Gift Annuity for Real Estate
    Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000 and Jonathan wants to sell his home and buy a condo for $130,000
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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  • Leading for the Future
    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    While visiting her favorite charity's website, June came across the idea of a "give it twice" trust. She contacted the charity for more information.
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  • Providing for Our Children's Future
    Ron and Kathy worked for many years building their nest egg for retirement.
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  • Bequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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PRIVACY STATEMENT

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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.