We thank all of our legacy donors for their generous support. Here are some of their stories.
Rabbi Brian Lurie
“Israel’s declaration of independence is a magnificent document. The organization that most holds fast to this declaration is the New Israel Fund, which strives for an Israel ‘based on freedom, justice and peace as envisaged by the prophets of Israel,’ that ensures ‘complete equality of social and political rights to all its inhabitants irrespective of religion, race or gender.’ For this reason I am happy to continue to support NIF beyond my lifetime.”
— Rabbi Brian Lurie, Past President of the New Israel Fund
Lori Roth Gale
Generations of family traditions helped set Lori Roth Gale on a personal journey that culminated in the creation of an estate plan that provides for her family and for the causes that are important to her. “My parents and grandparents were always generous. They set examples that helped shape my decisions about charitable giving.”
Gale’s first exposure to long-term planning came from her parents, whose work in the real estate business reflected two complementary ideas—long-term financial stability for the family and the significance of Jews in America being able to own property. Gale found a particular affinity with non-profit organizations while building a successful career in executive education, “I saw that in helping non-profits become more effective I was furthering their missions, say, to alleviate hunger or promote social justice.”
It was around this time that Gale was introduced to the New Israel Fund. “At parlor meetings and other educational programs, I learned about the NIF Law Fellows program and about Shatil, a technical assistance program for NIF’s grantees. I was impressed with NIF’s commitment to helping organizations and civil rights attorneys build capacity and increase their impact. It was consistent with my own work and with Maimonides’s highest level of tzedakah: to give in a way that ensures self-sufficiency.”
In the aftermath of 9/11, Gale read in news reports that many of the young people who died had died without a will. So, she committed right then to making her own plans. She established categories of causes she wanted to support annually to be sure she was actualizing her values rather than just responding to random requests. “There had to be Jewish giving in addition to my other passions,” says Gale. “Israel is part of my Jewish identity and NIF represents my support for Israel.”
With advice from an estate planning advisor, Gale chose to donate a percentage of her retirement assets to NIF. If given to individuals, these funds would be subject to income tax. Because NIF is a nonprofit, the value of the gift will remain intact. “My family’s hard work and generosity enabled me to have complete choice in terms of education and career. It means a great deal to apply the same degree of choice to my estate,” says Gale, “to reflect the commitments I made during my lifetime. Having the plan in place gives me a great sense of peace, and I did it while I could exercise full creativity in my thinking – not in a period of crisis. I am gratified to know that my estate will benefit both my family and the causes that matter most to me.”
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.