As you are probably aware, Congress has enacted the American Taxpayer Relief Act of 2012 (“Act”) on January 1, 2013. The Act contains numerous provisions related to most aspects of federal taxation. We are pleased to provide you with this general summary of the Act so you may discuss this matter with your tax and legal advisers as you consider your financial and philanthropic plans.
We are grateful for your continued support of JEF and your consideration as you make your plans.
For more information on how to include the Jewish Endowment Foundation in your estate or financial plans, please contact Sandy Levy, Executive Director at 504-524-4559 or firstname.lastname@example.org.
The Jewish Endowment Foundation of Louisiana is not a financial, legal or tax advisor. Please contact your advisors regarding your financial, legal or tax needs.
Carol B. Wise
Saundra K. Levy