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Adath Jeshurun Foundation

Planned Gifts

As of October 2017

We are grateful to the following Legacy Society members who have helped secure our future by naming Adath Jeshurun Foundation as a beneficiary in their estate plans:

Anonymous (12)
Sally and Michael Abrams
Carolyn Abramson and Family
Marge and Ed Agranoff
Sally Appelbaum
Mike and Sarah Badower
Stanford and Amy Baratz and Family
Margo Berdass
Minnie Bergman
Sandra Bergman
Elaine Berkowitz
Judith and Michael Berman
Edward H. Borkon
Michael and Carol Bromer
Judy and Richard Cook and Family
Peter and Gloria Cooper
Gary Cohen and Margaret Macneale
Lois S. Edelstein
Mark and Lucy Rose Fischer
Brad and Emily Frank
Jan Frisch
Dr. James* and Judy Gaviser
Elaine Gingold
Roni and Alan Gingold
Leslie and Bernie Goldblatt
Harold and Cynthia Goldfine
Alvin* and Judy Goldstein
Karyn Gruenberg Goldstein
Norman A. Greenberg and Beth Silverwater
Barbara Rubin-Greenberg
Ida and Irving* Greenfield
Michael and Teri Greenstein
Susan and Thomas Kafka
Stan and Jeanne Kagin
Randy and Raleigh Kaminsky
Morton and Merle Kane
Harry* and Marilyn Karasov
Chris Kellogg and Jack Leveille and Family
Ruth King-Smith
Rabbi Harold J. Kravitz and Cindy Reich
Mayer* and Faye* Krupp
June and Neil Lapidus
Raymond M. Lazar
Steve and Sheri Lear
Jules and Rose Levin
Martin and Laura Lipshutz and Family
Jeffrey L. Mandel, MD
Roslyn* and Edward Marks
The Martin Miller Family
Mike Miller and Family
Gail and Howie Milstein and Family
Joel Mintzer and Heidi Schneider
Bobby and Bruce Nemer
Corinne* and Robert Neuman
Barry and Amy Newman
David and Jill Orbuch
Dr. Martin and Joyce Dechter Orbuch
Melvin and Beatrice* Orenstein
Dr. Milton* and Etta Fay Orkin
Barbara and Larry Parks
Nancy and Joseph Peilte
Norman and Dorothy Pink
Lee and Jill Prohofsky
Jason and Lindsey Rose
Lon Rosenfield and Barbara Friedman
Gay and Jules Rosenthal and Family
Joseph and Lee-Ann Rubenstein
Janice and Jeffrey Schachtman and Family
Herbert and Marta Schechter
Lorraine Sherman and Sid Schwartzfield
Beth Ann and Saul* Segal
David and Renee Segal and Family
Bert Bach* and Miriam Segall
William* and Ruth Seltz
Rick Siedband and Carol Sarnat
Gerald* and Eileen* Siegel
Sheila and Steven Sigel
Melissa Cohen Silberman and Sheldon Silberman
Craig and Debbie Spencer
Evan Stern
Liba and Dr. M. Thomas Stillman
Norton and Beverly Stillman
Scott and Kim Teplinsky
Joseph and Lisa Thiegs
Bruce Walonick
Fred and Michelle Weber
Andrew and Marci Weiner and Family
Barry Wolfish and Randi Winston
Bob & Debby Wolk

* Of blessed memory

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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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.