Planned Giving

Planned giving plans are opportunities for you, the donor, as well as Aish of the Rockies.

We are in need of donations to continue our long history of important outreach and community work. Planned giving allows us to plan ahead for our programs for outreach and community-based projects.

Interested in learning more? Email Zev Jacobs, COO & Director of Donor Engagement, to discuss your planned giving options. 

Just as my ancestors planted for me, I too am planting for my descendants.

– Talmud

Online, Mail, In Person

Donate Online, By Mail or In Person

Thank you for your financial support. You can donate online, on this website, by clicking HERE. You can also donate by mailing a check, cash, or money order, to our Business Office at 9550 E Belleview Ave, Greenwood Village, CO  80111. You can also drop by our office Monday through Thursday, 9am to 5pm, and Friday 9am – 3pm, to donate in person.

Set an Appointment

Set an Appointment

Aish of the Rockies wishes you good health, long life, and fulfillment of your financial goals. Legacy gifts are a way to express your lifelong priorities as well as minimize estate taxes after one’s passing. You can set an appointment with our staff to discuss your charitable intentions. Please email Zev Jacobs at zjacobs@aishrockies.org or call (303) 476-6822.

Stocks, Securities or Mutual Funds Transfer

Your gift of appreciated stock, securities and mutual funds will continue to engage a broad spectrum of Jews in the Mountain Region and ensure a promising Jewish future. Electronic or depository trust company (DTC) transfer of stock through a broker can be made through the Charles Schwab account held by the Southeast Center for Judaism dba Aish of the Rockies. For inquiries related to stock or securities transfer, please contact: Stephanie Ruark at Marathon Investments, (303) 708-0667 or via email at sruark@marathoninvestments.com.

Retirement Savings Transfer

You can name Aish of the Rockies as a beneficiary of an existing policy, or by purchasing a new policy. Your annual premium payments are tax deductible.  Please see the Guidance to Donors Section for more information.

Charitable Gift Annuities

Charitable Gift Annuities

The source of this text is from, https://www.fidelitycharitable.org/guidance/philanthropy/charitable-gift-annuity.html, retrieved on 8/24/2021.

A charitable gift annuity is a contract between a donor and a charity with the following terms: As a donor, you make a sizable gift to charity using cash, securities or possibly other assets. In return, you become eligible to take a partial tax deduction for your donation, plus you receive a fixed stream of income from the charity for the rest of your life.

Many large nonprofit organizations, including a number of universities, offer charitable gift annuities. First, you make a donation to a single charity. Then, the gift is set aside in a reserve account and invested. Based on your age(s) at the time of the gift, you receive a fixed monthly or quarterly payout (typically supported by the investment account) for the rest of your life. At the end of your life (as well as your spouse’s, if you’re giving as a couple), the charity receives the remainder of the gift.

Individuals or couples can set up a charitable gift annuity. (You are the “annuitants,” which is the specific name for beneficiaries of annuities and many insurance policies.) Depending on the charity, your annuity can be funded with cash donations, but potentially also securities and gifts of personal property. Minimum gifts for establishing a charitable gift annuity may be as low as $5,000, but are often much larger.

In addition to the income stream, annuitants may also be eligible to take a tax deduction at the time of the original gift, based on the estimated amount that will eventually go to the charity after all the annuity payments have been made. A portion of the payments you receive may also be tax-free for a period of time based on your statistical life expectancy.

A gift annuity agreement is a lifelong contract, not a trust, between a single nonprofit organization and an individual or couple, who are referred to as annuitant(s). The terms of this agreement will lock in the rate, amount and timing of all payments the annuitant(s) receive. The fundraising or planned giving department of the nonprofit you are interested in supporting will be able to provide information about whether it offers charitable gift annuities and at what rate; the fundraising or planned giving departments are typically the point of contact.

Because a gift annuity agreement is a contract with a single charity, there is no way to establish a charitable gift annuity that can support multiple charities at the same time.

Charitable gift annuity donors (annuitants) receive payments for the rest of their lives. The size of your payment is determined by many factors, including your age(s) when you set up the charitable gift annuity. (For example, younger donors will typically receive more payments but they’ll be smaller.) The amount is fixed and will never fluctuate or adjust for inflation. But it’s also guaranteed, backed by the charity’s entire assets, not just your gift, and will continue for the lives of the donors no matter how well or poorly the investments of the annuity perform.

You may be eligible to claim a partial charitable tax deduction for the year in which you set up the charitable gift annuity. Why only a partial deduction? The IRS views one portion of your contribution as a gift, to be used immediately by the charity for its tax-deductible charitable purposes. The other portion is viewed as an investment for you, which ultimately generates your payments.

A second tax benefit may come by donating long-term appreciated stock or other property if the charity is able to accept these assets in place of cash. By donating non-cash assets directly, it is possible to reduce or eliminate the capital gains tax you’d ultimately pay if you sold them first and then donated the proceeds. This capital gains tax benefit is not exclusive to establishing a charitable gift annuity; it also applies when you gift long-term appreciated securities or personal property to any public charity that’s equipped to accept them, including Fidelity Charitable.

However, there is a potential tax drawback of a charitable gift annuity: part of your annuity income is taxable at the federal level, and possibly at the state level as well, depending on whether the state you live in has an income tax. The rules can be complex, so consider discussing the specifics of your situation with a tax advisor.

Charitable gift annuity rates vary from charity to charity and are based on several factors, including the amount of the gift, as well as the donor’s age(s) at the time of the gift. Younger donors may often see significantly lower rates based on the longer expected term.

Compared to a traditional, non-charitable annuity, though, rates of return may be lower because the primary purpose of a charitable gift annuity is to benefit the charity. This is a consideration for anyone thinking about how to best balance their charitable goals with their financial plans.

Generally, our organization is proud to offer a full percentage point above the recommended rate of the American Charitable Gift Annuity Association (ACGA). We also offer highly competitive rates for donors aged 90 and above. Please consult this rate chart.

Charitable Trusts

There are a wide variety of tax-wise trust arrangements that can incorporate generous gifts to charity and offer tax savings. Please contact your tax advisor or consult one of our experts listed in the Guidance to Donors section on this page.

Wills and Bequests

A charitable bequest to Aish of the Rockies can be a flexible and easy way to participate in supporting Jewish engagement in Colorado and beyond. Bequests come in all sizes. For example, you can write a bequest in your will, specifying an amount or a percentage of your estate. A residual bequest provides for your family and friends first and supports Aish of the Rockies once those distributions are made. All bequests are important to us regardless of size, and are gratefully received.

To make a bequest commitment, simply ask your attorney to revise your current will to include one of the following:

A bequest of a specific amount
I hereby give and bequeath to the Southeast Center for Judaism dba Aish of the Rockies the amount of $______ to be used for its general purposes.

A bequest of a percentage of your estate
I hereby give, devise, and bequeath to the Southeast Center for Judaism dba Aish of the Rockies ______% of my estate to be used for its general purposes.

A bequest of whatever remains after all other bequests have been made
I hereby give, devise, and bequeath to the Southeast Center for Judaism dba Aish of the Rockies my residuary estate (or ______% of my residuary estate) to be used for its general purposes.

Donor Advised Funds

Donor Advised Funds

Donor Advised Funds are an attractive option because they provide flexibility in designating your support with the utmost intentionality while maximizing tax benefits. For inquiries related to Donor Advised Funds, please contact: Stephanie Ruark at Marathon Investments, (303) 708-0667 or via email at sruark@marathoninvestments.com.

Guidance to Donors

Aish of the Rockies is here to support your charitable intentions by helping you connect with gift, legal, financial and investment experts.

Our staff is dedicated to supporting your giving path at Aish of the Rockies. Contact Zev Jacobs, Director of Donor Engagement, at zjacobs@aishrockies.org or (303) 476-6822.

Legal Counsel

Sarah H. Golombek, Attorney at Law, is recommended by the Aish of the Rockies for Probate, Estate Planning, and elder law services. More information at http://golombeklaw.com/

Steven M. Weiser, Special Counsel at Foster Graham Milstein & Calisher, is recommended by the Aish of the Rockies for Estate and Gift Taxation. More information at https://www.fostergraham.com/attorney/steven-m-weiser/

Financial Services

Marathon Investments,
Stephanie Ruark. For more information, visit www.marathoninvestments.com, or call (303) 708-0667.

Transitions Wealth Management,
Michelle Sandt-Wade. For more information, visit www.transitionswm.com

Unique Wealth Strategies,
Bryant Taylor. For more information, call (303) or visit www.uniquewealthstrategies.com

Important Information

Organization Legal Name and Address:

Southeast Center for Judaism 
dba Aish of the Rockies

9550 E Belleview Ave.
Greenwood Village, CO 80111

Federal Tax ID #:
84-1322731

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