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Adath Jeshurun Foundation

Areas of Need

Where are gifts needed most?

Adath Jeshurun completed a year-long strategic planning process which resulted in a set of goals and vision for the future of our Congregation. It will take time, energy and funding to implement these goals, with work beginning now and continuing in coming years. The hope is that everyone at Adath will take ownership of this effort so we can achieve the vision we foresee for our spiritual home.

We will take a leadership role in developing resources that reduce financial barriers to participation in congregation activities and in the broader Jewish community. Donors may designate gifts, of any size, to specific areas of interest.

Areas where gifts are needed most include:

Kemach - Scholarships
First and foremost, we hope to expand our capability to provide additional scholarships for program offerings from preschool into adulthood to ease the burden of rising costs so that our congregants can take full advantage of all our community has to offer. .

Keruv - Connectedness and Welcoming
Judaism is grounded in community. We will connect with one another through a rich variety of opportunities that foster smaller communities, engaged in our congregation, reflecting the commitment to our mission and values.

Chinuch - Educational support
Education is the foundation for a committed Jewish life. We will provide a lifelong continuum of quality Jewish learning opportunities to congregants of all ages, abilities and means through a combination of our own resources and that of our community partners.

Noar - Teen Involvement
We value our teens and seek to engage them in congregational life. We will foster a sense of belonging and spiritual fulfillment among our teens and remove barriers to full participation in everyday Jewish life. We will provide leadership and financial support, creative programming, and will welcome teen input into congregational committees.

For more information on how you can help secure Adath's well-being for this and future generations, contact Evan Stern at 952-215-3916 or evans@adath.net.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to Adath Jeshurun Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to The Adath Jeshurun Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to The Adath Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to The Adath Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to The Adath Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and The Adath Foundation where you agree to make a gift to The Adath Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.