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Making a Gift to the Foundation's Unrestricted Endowment
A gift to the Jewish Community Foundation's Unrestricted Endowment Fund supports innovation and unmet needs in the Jewish community. (See the Summer 2007 issue of Tree of Life for details about the Fund and recent distributions made from it.)
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A Gift That Gives You Security: Charitable Gift Annuities
Think of all the safety precautions you take day in and day out. If you're driving anywhere, you wear your seat belt. Maybe you keep a first aid kit in the medicine cabinet, just in case you need it. Before you turn in for the night, you lock the doors. All of these little things show you're protecting yourself.
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College Student Sets Up Memorial Fund to Help Teens Travel to Israel
Lauren Palay, a junior at the University of Minnesota, was looking for a way to honor and remember her boyfriend Max Paletz's mother, Annette, who passed away suddenly in March of 2007.
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Kathryn Klibanoff: Turning Enthusiasm Into Action
When Kathryn Klibanoff accompanied her husband, Jeremy Pierotti, to Minneapolis while he attended graduate school, she figured they would move on after he was finished. What she didn't plan on was finding a Jewish community that would grow so close to her heart.
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Encore! Charitable IRA Legislation Passed
The charitable IRA legislation is back for a repeat performance—don't miss this second-chance opportunity to make tax-free gifts from your IRA!
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How to Find an Attorney or Financial Planner
Attorneys and financial planners are often helpful in planning your estate. The right person (or persons) will need to have a grasp on finances, investments, tax planning and legal issues, and an understanding of the emotional challenges of planning for the distribution of your wealth.
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End-of-Year Planning Checklist
As the end of the year rolls closer, review this estate planning checklist of actions. If necessary, make appointments with your professional advisors.
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Do You Need a Living Trust?
As Americans of all ages plan for their family's future, more and more attention is being paid to living trusts—and for a good reason.
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