With the approach of the tax season, this is a good time to review and revise your tax and financial planning. The American Israelite invites you to explore the following organizations which can help with these decisions in the Cincinnati area.
Create Your Jewish Legacy (CYJL)
Create Your Jewish Legacy (CYJL) is our community-wide initiative to increase endowments to agencies and congregations throughout the Cincinnati Jewish community. We raise awareness about the importance of planned gifts and educate community members about the ease with which they can create a legacy gift plan. Whether you’re making your first will, planning for retirement or providing for your grandchildren’s future, it’s the right time to consider what your legacy will be. Anybody can make a legacy gift, regardless of age or financial circumstances, and your gift can be customized to fit your goals and needs. For more information about Create Your Jewish Legacy, contact Deb Steinbuch, Manager of Planned Giving, Endowments, and Create Your Jewish Legacy.
Donor-Advised Funds
Donor-Advised Funds are one of the most popular and fastest-growing ways to give today because they minimize costs and maximize charitable impact. They allow you to be strategic and smart when you give with benefits like streamlined record-keeping, maximum tax advantages and a flexible giving timeline. An account can be set up in as little as five minutes and funded any time thereafter. For more information about opening a Donor-Advised Fund at the Jewish Federation of Cincinnati, contact Marci Blachman, Donor Relations Officer.
Katz Teller
From the beginning we have been guided by core values that include understanding, respect and approachability.
Katz Teller’s founders knew the client must come first.
So they met them where they were, at their places of business, in their homes, to forge real relationships of trust and understanding.
The world has changed dramatically over the last four decades, but that desire to build real relationships based on mutual respect remains a hallmark of Katz Teller’s approach to legal representation.
That approach is strengthened by our commitment to approachability — to hiring attorneys who not only want to get to know you, but whom you will want to know.
While legal services elsewhere are becoming a commodity, we will continue to seek and cultivate close personal connections with our clients, just as our founders did.
You can count on Katz Teller for:
– Personalized attention from a partner.
– Accessibility whenever you need us.
– Legal intellect that’s second to none.
– Practice areas focused on serving the day-to-day needs of private business owners, both professionally and personally.
– Client-friendly size that fosters collaboration and ensures you get the right help, from the right professional, at precisely the right time.
