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Friday, August 01, 2014

READ THEIR STORY

Donor Spotlight
Stanley and Phyllis Slutzky
Planned Giving


Supporting Us – Today and Tomorrow

Planned Gifts provide valuable tax benefits and/or income to a donor while having a positive effect on the community. Planned giving also offers you the opportunity to create a legacy.

The William Breman Jewish Home is part of Create a Jewish Legacy, an initiative of the Jewish Federation of Greater Atlanta to build a strong, vibrant community, now and in the future, with bequests for permanent endowments. A planned gift to The Home benefits not only you and your future generations, it also allows us to fulfill our mission of service to the community.

Options

There are three easy ways to ensure your legacy, take advantage of tax benefits, and make a substantial donation to The William Breman Jewish Home:

Simple Bequest
A simple bequest is a gift made through a will or living trust. It may be made in cash, securities, real estate, or tangible personal property. It may be fully deductible in your estate tax determinations.

Charitable Remainder Trust or Annuity
There are several different vehicles that will provide income payments to you or your family as well as generate a charitable income tax deduction.

Gifts of Insurance or Retirement Account Plans
There are many tax benefits to assigning a portion of your retirement plan, an existing life insurance policy, or a new insurance policy to The Home.

Donor Spotlight: Stanley and Phyllis Slutzky

For over 40 years Stanley and Phyllis Slutzky have made donations to The William Breman Jewish Home and many other Jewish and non-Jewish organizations in Atlanta. But the The William Breman Jewish Home was closest to his heart. They wanted to do something for the people who made The Home so wonderful — the caring and dedicated employees. For that reason he and his wife Phyllis created an endowment to assist staff by subsidizing a portion of the premium they pay for health insurance.

Stanley and Phyllis recognized that The William Breman Jewish Home staff is the “heart” of The Home. They understand that our community is extremely fortunate to have such a beautiful facility surrounded by lovely gardens. But more important than “bricks and mortar” is the high quality of care provided by the staff of the The William Breman Jewish Home.

“His parents were not wealthy,
But they always believed in tzedakah.”

In order to ensure that their legacy would continue to grow, Stanley and Phyllis asked their children to donate to the endowment fund they created instead of giving gifts for their birthdays and other special occasions. Having the whole family participate in the legacy makes Stanley particularly proud. His parents were not wealthy people, but they always believed in tzedakah. By creating his Jewish Legacy, Stanley’s values will be a part of The Home for generations. Stanley and Phyllis’s endowment will serve as an example for the importance they placed in charitable giving, a legacy they will impart on their children.

To Learn More

For additional Information, please contact Carole Shovers, Vice President of Development, at 404.751.2269 or cshovers@wbjhome.org to discuss planned giving opportunities.

   
    

The William Breman Jewish Home | 3150 Howell Mill Rd. NW, Atlanta, GA 30327-2108 | 404.351.8410
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