ADATH JESHURUN CONGREGATION
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Charitable Gift Annuities

When you are looking for ways to help Adath Jeshurun Foundation with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support The Adath Foundation's work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with The Adath Foundation you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

Delay Your Payments


​If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. 

 Potential Scenario


​Say that Justin, 66, and Mary, 65, want to make a contribution to The Adath Foundation that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with The Adath Foundation. Based on their ages, they will receive a payment rate of 3.9%, which means that they will receive $780 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $4,878* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.
*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

Learn How To Fund It


​You can create an endowed gift using the following assets:

​Cash

Appreciated Securities 
Tangible Personal Property
Real Estate
​Closely Held Stock

Next Steps

Step 1
​Contact Talor Blustin at 952.545.2424 or [email protected] for additional information on bequests or to chat more about the different options for including The Adath Foundation in your will or estate plan.
Step 2
​Seek the advice of your financial or legal advisor.
Step 3
If you include The Adath Foundation in your plans, please use our legal name and Federal Tax ID.

Legal Name:
​The Adath Jeshurun Foundation


Address:
10500 Hillside Lane West
Minnetonka, MN 55305

​Federal Tax ID Number:
​#36-3529809
Picture

​Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. 


​Adath Jeshurun Congregation
​Moe & Esther Sabes Campus
​10500 Hillside Lane West, Minnetonka, MN 55305
​
​952.545.2424 ​[email protected]


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© COPYRIGHT 2023. ALL RIGHTS RESERVED.
  • Home
  • About Us
    • Mission & Vision
    • Our History
    • Common Vocabulary
    • Clergy
    • Lay Leaders >
      • Annual Meeting 2025
    • Staff
    • Sign Up For Emails
    • Contact Us
    • Employment
    • Meetings and Events
    • Publications & Blog >
      • Blog
  • Membership
    • Membership
    • Member Directory
  • Lifecycle
    • Lifecycle Events
    • End of Life >
      • Chevra Kavod Hamet
      • Adath Chesed Shel Emes Cemetery
      • Yarhzeit Memorial Display
  • Lifelong Learning
    • Map of Education
    • Adults
    • Teens
    • Children >
      • Gan Shelanu Preschool
      • Camp Mishpacha
      • B'Yachad (K - 1st)
    • Talmud Torah (2nd - 8th)
    • B'nai Mitzvah
  • Committees
    • Get Involved
    • Antiracism
    • Hesed
    • Inclusion
    • Israel & Masorti
    • Keruv
  • T'fillah + Holiday
    • Adath Livestream & Zoom
    • T'fillah
    • Multi-Heritage Weddings & Intermarriage at Adath
  • Donate to Adath
    • Give Tzedakah/Make a donation
    • Annual Benefit >
      • Annual Benefit 2025
    • Adath Jeshurun Foundation
  • Calendar