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Judy Mason

Judy Mason receives regular, fixed payments through her charitable gift annuities with Hadassah.

When you swing by Judy Mason's home in The Villages, Florida, the first thing you'll notice is her garden. "My yard is planted with pollinators in mind, because I appreciate and know the value of what bees, birds and butterflies do in terms of pollinating plants and crops," Judy explains. Her favorite plant? The Yesterday, Today and Tomorrow shrub (yes, like the name of our newsletter!), whose blossoms start out purple, fade to lavender and then finish pure white. "All three colors of flower are on the same plant at the same time. It's magnificent."

But gardening also has deeper meaning for Judy. Growing up, she didn't have much opportunity to plant roots. "I've lived in 10 different states in my lifetime, and I think I've moved 22 times," she says. It began when her parents divorced. "It was a very difficult time," she says. But then she discovered Young Judaea, "a total lifeline." Young Judaea, and more specifically summer camp, was where Judy made lifelong friendships that would sustain her no matter where she lived.

Good thing, too, because Judy ended up marrying a military man—which meant more moves. Even if her family didn't stay in one place long enough to become affiliated with the local synagogue, Hadassah was a constant. "No matter where I was, I always got the magazine, and the local chapters helped me stay connected," she says.

Judy MasonThose strong connections continue to influence Judy's life choices. "When I put together my estate plan, I felt that giving to good organizations was the right thing to do," she says. "I've always felt extremely grateful for how Hadassah has helped to shape my life. I wanted to give back."

Judy created two charitable gift annuities, in which she made a gift and receives regular, fixed payments in return. After her lifetime, the remainder will benefit Hadassah. The gift annuities reflect the impact Hadassah had on her past, supplement her income now and will sustain Hadassah in the future. It's in keeping with the beauty of her favorite plant—yesterday, today and tomorrow.

Contact Planned Giving & Estates at (800) 428-8884 or to learn how you can receive lifetime payments today and make an impact on Hadassah's work tomorrow.

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 40 Wall Street, 8th floor, New York, NY 10005
ATTN: Planned Giving & Estates, 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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