Ways to Give

Legacy Gifts – What is Right for You?

Every donor to the New Israel Fund has a unique financial and family situation, and there are many ways to make a legacy gift to the New Israel Fund. Take a look at some of the options designed to support NIF’s work over the long term. Feel free to contact us with questions.

  • Bequests:
    • Will or Living Trust
    • Life Insurance
    • Retirement Account
    • Charitable Lead Trust
    • Charitable Remainder Trust
  • Complex gifts of assets, such as:
    • Real estate
    • Personal property
    • Privately held stock/IPO stock
    • Other appreciated assets
  • IRA Charitable Rollover Gift
     
  • Establishment of a named Endowment Fund with any of the above vehicles, either during or after your lifetime

 

Goals & Benefits – Select Examples

YOUR GOAL YOUR STRATEGY YOUR BENEFITS
Make an important impact on NIF that doesn’t cost you anything during your lifetime, but is a meaningful legacy that you leave behind. Create a bequest in your will or trust (cash, specific property, or a portion or percentage of the estate). Simple to arrange, and a great way to provide resources that will help NIF for years to come.
Make a difference for NIF now, and avoid capital gains liability and take an income tax deduction during your lifetime. Use appreciated securities or other assets instead of cash to make your gift. Minimizes taxes while seeing the benefits of your gift and receiving recognition during your lifetime.
Leave more of your estate to your heirs, while still benefiting NIF. Name NIF as beneficiary of your retirement plan, since those assets may be taxed twice if left to your heirs. Eliminate income tax on retirement plan assets, and free up other property to pass on to your heirs.
Create a long-term gift that won’t draw funds from your estate. Create a new life insurance policy, that you contribute to NIF or donate a paid-up policy you no longer need. Increase your ability to make a significant gift to NIF at a lower cost to you.
Reduce gift and estate taxes and leave more of your assets to your heirs. Create a charitable lead trust to pay income to NIF for a fixed term, then pay the remainder to your heirs, at reduced taxable amounts. Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.
Tap into one of your most highly appreciated assets to make a gift to NIF. Make a gift of real estate or other highly appreciated assets to NIF. Avoid capital gains tax and receive an income tax deduction.

Disclaimer: New Israel Fund is not engaged in legal or tax advisory service. Please have your will or codicil drafted by an attorney who is familiar with the estate laws of the state in which you live. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.