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Susan and David Shevrin

Susan and David Shevrin were inspired by their mothers’ involvement in Hadassah to remain engaged members and they’ve generously included Hadassah in their estate plan.

Hadassah has been an important part of the lives of Susan and David Shevrin of West Bloomfield, Michigan, for many years. Susan's mother, Ester Rosenthal, was a lifelong member of the Eleanor Roosevelt Chapter, and David's mother, Aliza Shevrin, is a lifelong member of the Ann Arbor Chapter. David recalls that he would not have met Susan if it weren’t for Hadassah. “My mother was attending a chapter meeting and was introduced to Susan, who was invited to the meeting by a friend. Susan gave her number to my mother and I made the wise decision of calling her.” Hadassah continued to play a role during their courtship. “While we were dating, we attended a Chocolate Extravaganza fundraising event in Ann Arbor,” says Susan. The couple has now been married for 25 years.

“I grew up in an active, joyous Jewish household,” Susan says. “My mother valued the mission of Hadassah—supporting health and education in Israel—and she passed those values on to me. That is why David and I are supporting Hadassah in the present and look forward to giving in the future.”

David works as a nonprofit consultant, while Susan is a retired middle school Spanish teacher. As the pandemic began, they realized the time was right to contemplate their estate plan and were intent on supporting organizations whose missions they believed in wholeheartedly.

Susan and David appreciate that Hadassah is committed to medical care and education that benefits people in Israel and around the world. They are proud that Hadassah helps all people in need regardless of their ethnicity, race, or nationality. Susan and David have provided for Hadassah through a legacy gift in their estate plan to help ensure that Hadassah’s important work will continue into the future.

“We chose to support Youth Aliyah villages because they provide a stable environment and critical support for young people who have faced difficulties and challenges in their lives,” says Susan. “We included Hadassah’s General Fund in our plan, too, which is unrestricted support that can meet unforeseen needs.”

Susan and David note that they always intended to make Hadassah part of their legacy and encourage others to contact Hadassah’s Planned Giving & Estates department to do the same.

Contact Planned Giving & Estates at (800) 428-8884 or to have a conversation about how your support can help Hadassah keep people healthy and safe.

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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