Hadassah

Accident Inspires Meaningful Gift

Shelly and Ruth Weinstein

Shelly and Ruth Weinstein gave a gift to Hadassah that makes lifetime payments to them in return.

Ruth and Shelly Weinstein spent most of their adult lives in Wilmington, Delaware, but made aliyah to Jerusalem about six years ago to be near two of their children and many of their grandchildren. They have been Hadassah supporters for as long as they can remember.

"Ruthie's mother was always very, very involved with Israel and Hadassah," Shelly explains. "That's right," Ruth agrees. "It really preceded the state of Israel. She was involved with Junior Hadassah as a young bride, and throughout her life she remained involved. She was on the regional board." But, Ruth admits, while she and Shelly were always supportive of Hadassah's mission and causes, they weren't nearly as active in the organization as her mother.

Impressed By Care

But then something in Israel motivated Ruth. It wasn't the land; it wasn't the culture. It was an accident, one that left her with a serious injury—she needed a large skin graft on her leg, which was performed by Hadassah Medical Organization (HMO).

"I had a wonderful surgeon and wonderful care," Ruth says. Not only that, Shelly adds, but their time in the hospital drove home the enormous potential of the Jewish state. "Whether Christian or Arab or Arab-Israeli or Jewish or Haredi or whatever," Shelly exclaims, "in the hospital, there are no barriers. It's an example of democracy and equality—and an example of what could really be in the entire Israeli community, if everyone gave it the opportunity."

Giving Back—And Receiving

A retired tax attorney, Shelly has long been aware of the benefits of charitable gift annuities, in which a donor makes a gift of cash or securities and receives regular, fixed payments in return for the rest of her/his life. So when the Weinsteins decided to make a meaningful contribution to Hadassah, it was a no-brainer.

"We've done gift annuities for the last few years, and hopefully can continue to in the years to come," Shelly says. "Israel is the one place a Jewish person can go to freely practice and enjoy all the culture and heritage we're privileged to be a part of, and Hadassah is one of its major institutions."

Nothing made that clearer to the Weinsteins than their experience at HMO. Says Shelly: "This is a very satisfying and comforting contribution to make."

Learn More Today

Contact us at 800-428-8884 or giving@hadassah.org to learn more about how you can help support Hadassah's lifesaving work while receiving payments for life.

 

The information and content contained herein are intended for educational purposes only and are not intended to provide legal, tax or other professional advice or to be relied upon. We encourage you to consult with an attorney, tax advisor or accountant.

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

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A comprehensive guide to all of Hadassah's Planned Giving options


How to include a gift to Hadassah in your will or estate plan


How 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


Favorite ways to make a gift to Hadassah

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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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