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Charitable Solicitation Disclosure Statements

HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC.
40 Wall Street - New York, NY 10005
Telephone: (212) 355-7900

Contributions will be used for the support of Hadassah's charitable projects and programs in the U.S. and/or Israel including: medical relief, education and research; education and advocacy programs on issues of concern to women and that of the family; and support of programs for Jewish youth. Financial and other information about Hadassah may be obtained, without cost, by writing the Finance Department at Hadassah's principal place of business at the address indicated above, or by calling the phone number indicated above. In addition, residents of the following states may obtain financial and/or licensing information from their states, as indicated.

DC: The Certificate of Registration Number of Hadassah, The Women's Zionist Organization of America, Inc. is #40003848, which is valid for the period 9/1/2017-8/31/2019. Registration does not imply endorsement of the solicitation by the District of Columbia, or by any officer or employee of the District. FL: A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION FOR HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. (#SC-1298) AND HADASSAH MEDICAL RELIEF ASSOCIATION, INC. (#SC-4603) MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE, 1 (800) HELP-FLA. KS: The official registration and annual financial report of Hadassah, The Women's Zionist Organization of America, Inc. is filed with the Kansas Secretary of State. Kansas Registration #237-478-3. MD: A copy of the current financial statement of Hadassah, The Women's Zionist Organization of America, Inc. is available by writing 40 Wall Street, New York, New York 10005, Att: Finance Dept., or by calling (212) 355-7900. Documents and information submitted under the Maryland Charitable Solicitations Act are also available for the cost of postage and copies, from the Maryland Secretary of State, State House, Annapolis, MD 21401. MI: Hadassah, The Women's Zionist Organization of America, Inc. MICS #13005/Hadassah Medical Relief Association, Inc. MICS # 11986/The Hadassah Foundation, Inc. MICS #22965. MS: The official registration and financial information of Hadassah, The Women's Zionist Organization of America, Inc. may be obtained from the Mississippi Secretary of State's office by calling 1(888) 236-6167. NJ: INFORMATION FILED BY HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. AND HADASSAH MEDICAL RELIEF ASSOCIATION, INC. WITH THE NEW JERSEY ATTORNEY GENERAL CONCERNING THIS CHARITABLE SOLICITATION AND THE PERCENTAGE OF CONTRIBUTIONS RECEIVED BY THE CHARITY DURING THE LAST REPORTING PERIOD THAT WERE DEDICATED TO THE CHARITABLE PURPOSE MAY BE OBTAINED FROM THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY BY CALLING
(973) 504-6215 AND IS AVAILABLE ON THE INTERNET AT www.njconsumeraffairs.gov/charity/chardir.htm. NY
: You may obtain a copy of Hadassah's Financial Report by writing to the Hadassah Finance Dept., 40 Wall Street, New York, New York 10005. NC: FINANCIAL INFORMATION ABOUT HADASSAH, THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA, INC. AND A COPY OF ITS LICENSE ARE AVAILABLE FROM THE NORTH CAROLINA SECRETARY OF STATE, SOLICITATION LICENSING SECTION AT 919-807-2214 OR FOR NORTH CAROLINA RESIDENTS AT 1-888-830-4989. PA: The official registration and financial information of Hadassah, The Women's Zionist Organization of America, Inc., Hadassah Medical Relief Association, Inc., and The Hadassah Foundation, Inc. may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania, 1(800) 732-0999. VA: A financial statement of the organization is available from the Department of Agriculture & Consumer Services, P.O. Box 1163, Richmond, VA 23218, Phone #1 (800) 552-9963, upon request. WA: Hadassah, The Women's Zionist Organization of America, Inc., Hadassah Medical Relief Association, Inc. and The Hadassah Foundation, Inc. are registered with the Washington Secretary of State. Financial disclosure information is available from the Secretary of State. The toll-free phone number for Washington residents is 800-332-GIVE (800-332- 4483), OR 360-725-0378. The website is www.sos.wa.gov/charities. WV: West Virginia residents may obtain a summary of the registration and financial documents of Hadassah, The Women's Zionist Organization of America, Inc. from the Secretary of State, State Capitol, Charleston, WV 25305. ALL OTHER STATES: A copy of Hadassah's latest Financial Report is available by writing to the Hadassah Finance Dept., 40 Wall Street, New York, New York 10005.

REGISTRATION DOES NOT CONSTITUTE OR IMPLY ENDORSEMENT, APPROVAL, SANCTION OR RECOMMENDATION BY ANY STATE.

Charitable deductions are allowed to the extent provided by law. In accordance with U.S. tax law requirements regarding deductibility of contributions, Hadassah shall have full dominion, control and discretion over this gift (and shall be under no legal obligation to transfer any portion of a gift to or for the use or benefit of any other entity or organization). All decisions regarding the transfer of funds to or for the benefit of any other entity or organization shall be subject to the approval of the Board or other governing body of Hadassah.
January 2018

California residents: Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department.

South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

A charitable bequest is one or two sentences in your will or living trust that leave to Hadassah 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 give to Hadassah, a nonprofit corporation currently located at (LegalAddress), or its successor thereto, ______________* [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 Hadassah 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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 Hadassah as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. 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 Hadassah 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 Hadassah where you agree to make a gift to Hadassah 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.

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A comprehensive guide to all of Hadassah's planned giving options


How to make a gift for Hadassah through a charitable gift annuity


Deferred charitable gift annuities


Using retirement assets to make a gift to Hadassah


Using life insurance to make a gift to Hadassah


Favorite ways to make a gift to Hadassah

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