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Sheila and Stanley Schwartz

Sheila and Stanley Schwartz found a win-win way to benefit Hadassah through charitable gifts that boost their income.

Sheila Schwartz admits that she joined Hadassah to meet people.

“When I first moved to Atlanta more than 50 years ago, I had two friends—one with whom I played tennis and one who went to my synagogue,” she recalls.

Sheila was on the lookout for more friends, and quickly found them at Hadassah. She and Stanley, her husband, learned how much good Hadassah does, especially through the hospital.

“We appreciated how the hospital cares for all patients and helps others with their research,” says Stanley, who became deeply involved with Hadassah after retiring. “I got a reputation for being willing to make phone calls, so the Hadassah chapter latched on to me.”

“He was the Hadassah lady in our family,” jokes Sheila. “He was often the only guy on the fundraising committees.”

When one of the couple’ three daughters moved to Israel to raise her family, Sheila and Stanley had more opportunities to see Hadassah’s work on the ground. The couple has been to Israel more than 50 times to see many of their eight grandchildren (and 16 great-grandchildren)!

“Seeing the hospital in person made everything concrete,” says Sheila. When Stanley raised the idea of establishing charitable gift annuities for Hadassah, Sheila was on board.

The Schwartzes now have four CGAs with Hadassah.

“If you want to make a gift that will benefit Hadassah in the future, while also earning some income…(you) might as well do it through a charitable gift annuity,” Stanley points out. “It’s a simple win-win decision.”

With a charitable gift annuity, you support Hadassah now and later. Contact Planned Giving & Estates at (800) 428-8884 or for more information about the benefits of this gift that gives back to you.

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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