Make a Legacy Gift

NIF’s Legacy Society

The NIF Legacy Society was created to recognize those special individuals who have included the New Israel Fund in their long-term plans through a bequest or trust, by beneficiary designation, or other financial planning arrangement.

Your willingness to be listed as a member of the Legacy Society encourages others to follow your example. That’s why we encourage you to let us know if you have included us in your estate or financial plan. If we are in your plans we would like to thank you and welcome you as the newest member of the Legacy Society. To notify us of your legacy intention or existing plans, contact us or simply complete our online Legacy Society Notification Form.

If you have not yet included us in your estate or financial plans and would like to learn more, please fill out a form to Request More Information.

If you choose to join:

  • There is no membership fee or minimum gift. Every legacy gift counts.
  • You will receive invitations to special Legacy Society events, giving you an opportunity to meet like-minded individuals who share your Israel values.
  • In celebration of your commitment, we will recognize your gift in our Annual Report, on our website and in other publications (unless anonymity is preferred).
  • You will be invited to contribute a message and photo to our Voices of Conscience — NIF’s collection of Israel legacy statements — a wonderful way to share with loved ones and the next generation about the values that brought you to the New Israel Fund family and your vision for Israel’s future as a liberal democracy.

We look forward to hearing from you!
 

What Legacy Gift 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
  • Support NIF through an IRA Charitable Rollover — A Double Benefit
    The IRA Charitable Rollover is a wonderful way to support the New Israel Fund’s vital work advancing equality and democracy in Israel. It allows you to make gifts of up to $100,000 per year (per individual) to NIF from your IRA. You incur no federal income taxes and the sums count toward your required minimum distribution so long as you meet the eligibility requirements and follow certain rules.

    You must be 70½ or older and your IRA administrator or trustee must distribute the funds directly to NIF — not to you first — in order for the gift to be tax free. The gift cannot benefit a donor-advised fund (DAF), and tax-free distributions can be made only from IRAs.

    IRA Charitable Rollover gifts are a great way to make your annual gift, or even start your family’s named endowment fund at NIF, creating a legacy that reflects your Israel values.

    Please consult with your professional advisor for further information about the rules and regulations of the law and contact Becky Buckwald, Director of Planned Giving, if you need assistance.
     

  • 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.

 

NIF’s Legacy Society Members

$1M+ Commitment Members

All Legacy Society Members
Anonymous (21)
Ralph Alpert
Eric R. Alterman
Judith & Robert Appelbaum
Peter & Lucy Ascoli
Diane & Jean-Loup Baer
Judith Bank
Wendy Bear
Phillip L. Bereano
Howard & Dorothy Berger
Joan I. Berger
David W. Berkowitz
Adam M. Birnbaum
Deborah Blank
Laura S. Brown, Ph.D.
Martin & Geraldine Brownstein
Norman L. Cantor
Natalie Caplin
Claudia I. Chaves
Robert E. Cohen
Mary I. Coombs
Melissa E. Crow
Shulamit Decktor
Beverly A. Diamond
Alan Dowty
Douglas E. Duckett
Isabel P. Dunst
Marcy Eisenberg
Eddie & Rachel Eitches
Barbara & William (z”l) Fairman
Sybil A. Fields
Mark & Lucy Rose Fischer
Sylvia Fischer
Glenn R. Fleischman
Carl (z”l) & Leonore Foorman
Gail Foorman
John A. Franken
Henry N. Friedel
Sonia P. Fuentes
Jeffrey Gaynes
Gerald Gerash
Leonore B. Gerstein
Ghita D. Ginberg
Joshua N. Goldberg
Zelia K. Goldberg
Frances E. Goldman
Majory Goldman
Serra Falk Goldman & William (z”l) Goldman
Peter J. Gollon
Lois & Richard Gunther
Helen Mayer Hacker
Gerald & Carol (z”l) Halpern
Daniel Harris & Jane Buttars
Ellen & Ellis (z”l) Harris
Ruth Harrison
Sheldon Hearst
Dr. Gabor T. Herman
Suzanne R. Hirsch
Lotte Hoffman
Donald & Mary Ann Horenstein
Judith S. Hozore
Martin H Tannenbaum & Alex Ingersoll
Linda J. Kacser
Karen Kalish
Jan Kallish
Michael L. Kaplan
Yahara Katzeff
Rabbi Sharon Kleinbaum
Robin Kosberg
Linda & Frank Kurtz
Alyse Laemmle
William E. Leavitt
Allen Leboff
Ruth Lederman
Gary Libman & Gail Tapley-Libman
Martin Lowenstein & Inbar Telem
Ruth B. Lurie
Mitra Makbuleh, Ph.D.
Judy Mann
Roberta & Bernard (z”l) Marcus
Gayle & Jerry Marger
Daniel & Noémi P. Mattis
Linda B. Miller
Patricia A. Miller
Shirley G. Miller
Theodore & Marylyn Miller
Anne P. Mintz
Harriet Mouchly-Weiss & Charles Weiss
Ben Murane & Naomi Kramer
Leila Mustachi
Jamie Natelson
Iris Newman
Louis Newman & Rabbi Amy Eilberg
Barry Nobel
Henry Olshin
Rachel Oriel Berg, Ph.D.
Dr. Richard & Martha Pastcan
Allan & Jane Paulson
Doris Pfeffer
Benette Phillips
Stuart & Lee Pollak
Dan M. Pulcrano
A. David & Esther Redding
Leon Reinharth
Sue Reinhold
Irwin J. Robinson
Marcus M. Rosenblum
Molly Rosenthal
Lori Roth Gale
Anita Rotman
Jane Rubin
David M. Saperstein
Lela & Gerard Sarnat
Hanna Schepps
Senator Elliot Schewel & Rosel Schewel (z”l)
Mark Shleisner & Vivien Hoexter
Debra R. Schoenberg
Mildred A. Schwartz
Harold Shames
Joanne Shapiro
Laura S. Smith
David & Lea Soifer
Ellen Soren Beda
Jennifer Spitzer
Hilde Staniulis
Anita Steiner
Harold & Shirley Strom
Steve Teichner
Bruce Temkin
Sandy (z”l) & Bob Temkin
Steven Tulkin & Sydney Kapchan
Judith Tuller
Barbara A. Turner
Paul & Dorothy Wachter
Bettyruth Walter, Ph.D.
Benjamin Ward
Raymond L. Weisberg, M.D.
Stephen S. Winter
Jacques & Laura Zakin
Margot & Paul Zimmerman
Janet Zobel

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.