Legacy Giving

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.

As a way of honoring your commitment, we would like to recognize your gift here on our website, in our Annual Report, and in other publications (unless anonymity is preferred). Allowing us to list your name sends a strong message of encouragement to your peers and the broader community that supporting the New Israel Fund through a legacy gift is important.

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 is important to us and makes an impact.
  • In celebration of your commitment, we will recognize your gift in our Annual Report, here on our website and in other publications (unless anonymity is preferred).
  • You will be invited to contribute a message and photo to the collection of legacy statements on our website — 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.

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
    Neither IRA charitable rollover funds nor donor advised funds (DAFs) may be used to purchase tickets for events, such as galas.
    LEARN MORE
     
  • 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

Anonymous (26)
Ralph Alpert
Eric R. Alterman
Judith & Robert Appelbaum
Peter & Lucy Ascoli
Diane & Jean-Loup Baer
Judith Bank
Alvin Baum FC
Wendy Bear
Phillip L. Bereano
Howard & Dorothy Berger
Joan I. Berger
David W. Berkowitz
Michael Bien & Jane Kahn (z”l) FC
Adam M. Birnbaum
Deborah Blank
Dr. Ellen Borenfreund, Ph.D. (z”l)
Laura S. Brown, Ph.D.
Martin & Geraldine Brownstein
Norman L. Cantor
Natalie Caplin
Claudia I. Chaves
Robert E. Cohen
Sandra Coliver FC
Susie Coliver FC
Mary I. Coombs
John W. Cotton
Melissa E. Crow
Ilana d’Ancona (z”l) FC
Shulamit Decktor
Beverly A. Diamond
Alan Dowty
Drs. Isser Dubinsky and Antoinette Wertman FC
Douglas E. Duckett
Isabel P. Dunst
Marcy Eisenberg
Eddie & Rachel Eitches
Roberta Elliott FC
Gidion Eshet FC
Barbara & William (z”l) Fairman
Sybil and Rabbi Harvey (z”l) Fields FC
Mark and Lucy Rose Fischer
Sylvia Fischer
Glenn R. Fleischman
Carl (z”l) & Leonore Foorman
Gail Foorman
John A. Franken
Henry N. Friedel
Eleanor Friedman & Jonathan Cohen FC
Sonia P. Fuentes
Sanford & Linda Gallanter FC
Joan Garson and David Baskin FC
Jeffrey Gaynes
Daniel Gelfant & Allan Risk FC
Gerald Gerash
Leonore B. Gerstein
Ghita D. Ginberg
Joshua N. Goldberg
Zelia K. Goldberg
Frances E. Goldman
Marjory Goldman
Serra Falk Goldman and William (z”l) Goldman
Peter J. Gollon
Judy and Sheldon Greene FC
Lois & Richard Gunther FC
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
Juliane M. Heyman FC
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
Hadass Kaufmann FC
Rabbi Sharon Kleinbaum
Murray Koppelman FC
Robin Kosberg
Hannah L. Kranzberg FC
Joan A. Kuriansky FC
Linda & Frank Kurtz
Alyse Laemmle
Dr. Barbara and Sy (z”l) Landau FC
William E. Leavitt
Allen Leboff
Ruth Lederman
Gary Libman & Gail Tapley-Libman
Rachel and Dr. Alon Liel FC
Jan Abby Liff FC
Ted Live FC
Martin Lowenstein & Inbar Telem
Caroline & Rabbi Brian Lurie FC
Ruth B. Lurie
Mitra Makbuleh, Ph.D.
Judy Mann
Roberta & Bernard (z”l) Marcus
Gayle & Jerry Marger
Daniel & Noémi P. Mattis
The Purple Lady/Barbara J. Meislin Fund FC
Linda B. Miller
Patricia A. Miller
Shirley G. Miller
Theodore & Marylyn Miller
Anne P. Mintz
Harriet Mouchly-Weiss & Charles Weiss
Ben Murane and Naomi Kramer
Leila Mustachi
David Myers and Nomi Stolzenberg FC
Jamie Natelson
Raquel H. Newman FC
Iris Newman
Louis Newman & Rabbi Amy Eilberg
Barry Nobel
Henry Olshin
Rachel Oriel Berg, Ph.D.
Dr. Richard & Martha Pastcan
Allan & Jane Paulson
Debra F. Pell FC
Kathleen Peratis FC
Doris Pfeffer
Benette Phillips
Stuart and Lee Pollak
Dan M. Pulcrano
A. David & Esther Redding
Leon Reinharth
Sue Reinhold
Irwin J. Robinson
June A. Rogul FC
William Rosen
Marcus M. Rosenblum
Molly Rosenthal
Lori Roth Gale
Anita Rotman
Jane Rubin
Sylvia Sabel & Joel Rubinstein FC
David M. Saperstein
Lela & Gerard Sarnat
Talia Sasson FC
Hanna Schepps
Senator Elliot Schewel & Rosel Schewel (z”l)
Mark Shleisner & Vivien Hoexter
Debra R. Schoenberg
Mildred A. Schwartz
Daniel & Sheila Segal FC
Harold Shames
Joanne Shapiro
Laura S. Smith
David & Lea Soifer
Daniel Sokatch & Dana Reinhardt FC
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
Kayla M. Weiner, Ph.D. FC
Sharon Weintraub FC
Raymond L. Weisberg, M.D.
Stephen S. Winter
Gail Bates Yessne & Peter Yessne FC
Jacques & Laura Zakin
Margot & Paul Zimmerman
Janet Zobel

*FC: Denotes Founders Circle members who made early, significant commitments to NIF’s 40th Anniversary Legacy Giving Campaign.

Disclaimer: New Israel Fund is not engaged in legal or tax advisory services. Please consult with your professional advisor as to which giving vehicle is right for you, and when creating bequests, seek drafting and counsel from an attorney.