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Marcia Weiner

Marcia Weiner created a gift to Hadassah that makes lifetime payments to her and honors her family's values and traditions.

When Marcia Weiner's mother made her a Life Member of Hadassah, it felt like an obvious choice. In fact, it was in keeping with family tradition.

Marcia's grandmother, an early Hadassah organizer, hosted Henrietta Szold in her Gary, Indiana, home, and Marcia's mother frequently gave speeches during travel to the future Jewish state. Marcia's mother also taught her something else: "My mother was widowed when I was 3," Marcia says. "She said it was just as important for a girl to get an education as a boy, because you never know." But Marcia was only 18 when she and her husband, Bernard, married—before either of them had a chance to finish school.

A decade later, Bernard was a physician, and the couple had three young girls. With her mother's voice echoing in her ear, Marcia went back to school part time and then on to law school. Soon she got a job with the Housing and Urban Development office in San Antonio, Texas, as its first female attorney. As the years sped by, Marcia's career kept pace, and she eventually became San Antonio's first female chief counsel.

After retiring, Marcia somehow found herself working even more—again, thanks to her mother. "My mother said we were put on this earth," Marcia recalls, "to make the world a better place however we could." Marcia had noticed that 99 percent of the inmates in the jails started out as truants, so she decided to run for justice of the peace, putting in place counseling programs to help kids stay in school and out of jail.

With all of this, "I didn't have much time to be active [in Hadassah]," she admits. But recently Marcia created a charitable gift annuity with Hadassah, in which she made a gift to Hadassah, and in return she receives regular, fixed payments. After her lifetime, the remainder of the gift will support Hadassah's work, doing her part to make sure that the organization that meant so much to her mother and grandmother will continue to make the world a better place.

After all, Marcia says, "That is the value that shaped my life." And she's made her daughters Life Members, too. Call it a family tradition.

Contact Planned Giving & Estates at (800) 428-8884 or giving@hadassah.org for a personalized calculation of the benefits you could receive when you create a charitable gift annuity with Hadassah.

Hadassah's criteria to establish a charitable gift annuity: minimum age: 60; minimum gift: $5,000

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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