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Adath Jeshurun Foundation

Your Gifts at Work

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The Talmud says that kol Yisrael arevim zeh bazeh, meaning that all of Israel are responsible for each other. This phrase emphasizes the communal responsibility of Jews, specifically their role to step in and help where needed. More

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It is a rare and special gift to have a family that has watched the walls of our congregation go up, come down, and go up again. Martin and Bonnie Bush have not only done just that but continue to bless us with their support of the Adath community to this day. In 1973, Marty was a champion behind the Kallah Retreat Center Campaign... More

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It has been said that the sound of the ocean carries on through seashells found at the shore. For Adath, memories of Stephanie Sargent, a beloved Gan Shelanu teacher who passed away suddenly in 2011, carry on through the sound of laughter in children in the Gan hallways. More

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Herman and Nancy Markowitz contribute to good causes with the hope of inspiring others to do the same.Tikkun olam ("to repair the world") has been a timeless message of our people. Helping the lives of others to be more complete has always been a consistent objective of Nancy and Herman. More

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When we arrived in Minneapolis in 1987, we expected that we would spend a few years here and then head back to our hometown of Philadelphia, or go on to build our lives in some other area of the country that seemed appealing. We soon came to appreciate that the Twin Cities are a wonderful place to live (despite the weather)... More

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"It is not incumbent upon you to finish the job, but you are not free to fail to start it." This statement says a lot about David Segal and his wife, Renee, and their family. Their commitment to Adath shines brightly through their time and involvement. "Our service to the community has brought Renee and me a lot of satisfaction and peace. We feel blessed to have a strong foundation within..." More

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It is often said that while God gives, God also takes. It is a heartfelt message for the Paul family. As a young couple joining Adath, Stephanie and Michael had the whole world at their footsteps. They were proud parents of baby Jessica, had established careers and were active in the community. Few were aware that Michael was born with a congenital heart defect in need of a second repair. More

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Andy and Marci Weiner have made supporting their community a priority in their lives. Not only have they helped mold the Adath's past, but they continue to support the ongoing life of the congregation and plan to ensure its future by remembering the Adath Foundation in their estate plans. More

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Martin and Laura Lipshutz were pleasantly surprised at how much more they were able to contribute to the future of Adath Jeshurun by exploring their gift planning options. We often say that all Jews are mishpacha (Hebrew word for family), as we hold a common heritage and values. This sense of family is often extended to one's congregation as... More

Little did Harold Goldfine know when he married Cynthia Davis and the couple joined Adath Jeshurun as newlyweds in 1970 that the Synagogue would become an integral part of their Jewish circle of life. Little did Harold Goldfine know when he married Cynthia Davis and the couple joined Adath Jeshurun as newlyweds in... More

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It is a rare and special gift when one is able to see beyond the present and look to the future with faith and promise. Mike and Judy Berman have that unique gift. Eighteen years ago, Mike and Judy joined Adath after moving to the Twin Cities with their two young boys, Noah and Oren, from the East Coast. The Bermans made the Twin Cities Jewish community home by... More

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Sally Leafman Appelbaum and the late Kenneth Appelbaum z"l (may his memory be a blessing) have been true caretakers, showing their responsibility to participate in the giving that takes place in each generation and fostering the growth of the Jewish people. More

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According to Dr. Steven M. Cohen, a sociologist of American Jewry, the more Jewish education a child has, the stronger his/her Jewish identity is likely to be (1985). Jewish summer camp and Israel experiences are crucial in developing and nurturing Jewish identity and commitment. More

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We did not decide to include Adath Jeshurun in our estate plan just because our children established lifelong friendships at Gan Shelanu. Nor was our decision made only in recognition of the leadership skills they gained through their involvement in USY. More

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Born and raised on the West Side of Saint Paul, Natalie Gerstein Atkin attended the Saint Paul Talmud Torah and graduated from Mechanic Arts High School. She went on to study medical technology for four years at the University of Minnesota prior to marriage. After starting a family, she decided to re-enter the workforce as a teacher and taught fourth grade. More

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It is written in the Torah, "And you shall make them known to your children, and to your children's children" (Deuteronomy 4:9). Ben and Reva Kibort have lived their lives by this commandment. More

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In Jewish tradition we are taught to make the world a better place for those who follow. Jules and Rose Levin understand this concept and have made it a central focus of their lives. More

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.