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Donor PhotoSome little girls go door-to-door selling Girl Scout cookies. Lorraine Rothstein, however, remembers knocking on neighborhood doors with a different mission.

"My young friends and I were raising money for Israel," she recalls. "The form had an outline of a tree, and every time a neighbor gave us a nickel, that would put a leaf on the tree."

Supporting Israel was a topic Lorraine heard a lot about at home. As a child of a recent immigrant, events in Europe were much on their minds. "My father's sisters hid in the woods through the war," Lorraine says. "At that time, I didn't understand what Nazism was."

Rather than remain passive, her family acted however they could; for them, that meant supporting Hadassah's work. "The name Hadassah appeared in the conversation at the dinner table with some frequency," Lorraine says. "My mother was very proactive with regard to the birth of the state of Israel."

An Emotional Trip
As for Lorraine's husband, Paul, it wasn't until the pair visited Israel in the 1970's that he fully appreciated what role the state of Israel plays for the Jewish people—and what role Hadassah plays in supporting it. "That was an extraordinarily emotional trip for me personally," Paul says. "I realized that Israel guarantees the existence of Judaism in the world."

For the Rothsteins, nothing better exemplifies Jewish values than the outreach of Hadassah. "The work Hadassah does to care for whoever needs it—without regard to any conditions of race or religion—makes it such a marvelous example of what Israel stands for," Paul says. "When Lorraine suggested that we make a commitment to Hadassah, I was in total favor."

The Rothsteins set up a charitable lead annuity trust (CLAT), a gift that they see as providing commitment and flexibility. "This CLAT provides a steady flow of money to Hadassah over 18 years," explains Lorraine, "and then offers our children the opportunity to decide independently whether they wanted to continue on that path."

Lorraine and Paul have also established a  charitable gift annuity with Hadassah, which allows them to increase their support of Hadassah while receiving fixed payments for life. They are grateful to be able to make such a commitment to a cause that means so much to both of them.

Lorraine, especially, remembers her days of collecting nickels and shakes her head in disbelief. "It never crossed my mind that I'd ever be able to help in the way we're helping," she says. "It was just unimaginable. We're so proud that we're able to do this."

You Can Help
Contact Planned Giving & Estates at (800) 428-8884 or to discuss ways that you can make a long-term impact on Hadassah's lifesaving and life-enhancing work.

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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