Skip to Main Content

Have you already included Hadassah in your estate plan?

Let Us Know

Donor Photo

Marcie Natan, past national president of Hadassah and a member of the 1912 Legacy Society, admits that when she attended her first Hadassah meeting in 1967, she was simply looking for some decent conversation. With young children at home, Marcie was anxious to meet intelligent, like-minded women.

"I very much enjoyed the women I met," she recalls. "Afterward, they explained that they'd love me to continue to come, but I'd have to join Hadassah." For Marcie's young family, the $10 annual fee was a stretch. "We were living on a shoestring in those days, but this was something I really wanted to do. They were a lovely group of women who were focused on something other than their kids or their husbands, and that was what I was missing. But I really knew nothing about Hadassah."

Connection to Hadassah Deepens
She was about to learn, though. Several years later she took her first trip to Israel and spoke about her travels when she returned. "The thread of connection clearly was there," she remembers. "By that time I understood I was involved in a seriously Zionist organization and was communicating with women who felt as I did, that Israel was central to their lives."

When Marcie joined Hadassah's national board as a region president, she returned to Israel countless times, but a certain trip in January 1991—the start of the Gulf War—was a turning point.

"When we landed, they handed us gas masks," Marcie recalls. She prepared to call her family to tell them she was safe. When the operator picked up, Marcie began apologizing for her poor Hebrew—but the operator interrupted her. "She said, ‘Thank you, thank you,'" Marcie says. "‘Thank you for being here with us.' I understood for the first time that being a Diaspora Jew gave me an extremely important role in helping to protect Israel." Shortly thereafter, she left her day job, spending the next two decades working full time for Hadassah.

Providing for the Future
As her presidency winds to a close in 2015, Marcie finds herself thinking of an adage from Pirke Avot: "It is not our responsibility to finish the work, but nor are we free to desist from it."

"I really believe that," she says.

Whatever her future holds, she's certain it will involve Hadassah. Marcie and her husband have included Hadassah in their will, and have created several charitable gift annuities as well.

"Including it in your will is a meaningful and painless way to recognize Hadassah," she points out, "but I believe that being blessed with the ability to do something during one's life is extremely rewarding as well."

Looking Ahead
No matter how much one is able to do—or give—Marcie feels certain that the organization is in strong, intelligent hands, just as she discovered at that first meeting more than 45 years ago.

"I have great faith that our connection to Israel will continue to be strong and meaningful, and our members will continue to have the opportunity to meet like-minded women and continue their Jewish educations through Hadassah, as I did."

Help Shape Hadassah's Future
Contact Planned Giving & Estates at (800) 428-8884 or to learn how a gift in your estate plans can provide for Hadassah's future.

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.

eBrochure Request Form

Please provide the following information to view the brochure.

First name is required
Last Name is required
Please include an '@' in the email address

Please choose the brochure(s) you would like to view:

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

Click here to download the selected brochures.
Click here to have the selected brochures mailed to you.