Adath Jeshurun Congregation
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To request a free copy of our guide Trusts: Choose From Two Win-Win Ways to Donate, email us at office@adath.net or call 952.545.2424.

Charitable Lead Trusts


​Do you want to benefit from the tax savings that result from supporting The Adath Foundation, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a
 charitable lead trust.
There are two ways charitable lead trusts make payments: 

A charitable lead annuity trust pays a fixed amount each year to The Adath Foundation and is more attractive when interest rates are low.


A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to The Adath Foundation go up as well.

Potential Scenario


​George would like to support The Adath Foundation and provide for his children. George received a windfall amount of income and needs a large income tax deduction to offset the income. Following his advisor's recommendation, George funds a grantor charitable lead annuity trust with assets valued at $1,000,000. George's trust pays $70,000 (7% of the initial fair market value) to The Adath Foundation each year for 15 years, which will total $1,050,000. After that, the balance in the trust reverts back to George. He receives an income tax charitable deduction of $955,700. Assuming the trust earns an average 6% annual rate of return, George receives approximately $767,240 at the end of the trust term.

​*Based on a 1.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

Learn How To Fund It


​Cash
Appreciated Securities
Real Estate
​Closely Held Stock

Calculate Your Benefits


​Submit a few details and see how a charitable lead trust can benefit you.
See My Benefits

​

Next Steps

Step 1
​Contact Miranda Weisbuch at 952.545.2424 or mirandaw@adath.net 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 ​office@adath.net


Privacy 
​
© COPYRIGHT 2021. ALL RIGHTS RESERVED.
  • Home
  • About Us
    • Contact
    • Meet Us >
      • Clergy
      • Lay Leaders
      • Staff
    • Mission & Vision
    • Life-Cycle >
      • Life-Cycle Events
      • End of Life >
        • Adath Chesed Shel Emes Cemetery
        • Yarhzeit Memorial Display
        • Kever Avot
    • History
    • COVID-19: Adath Response
    • Catering & Meetings
    • Common Vocabulary
  • Education
    • Camp Mishpacha >
      • About Camp
      • Sessions
    • B'Yachad & Beyond
    • Bar & Bat Mitzvah Resources
    • Educational Resources >
      • Blog
      • Library
      • Publications
  • Programming
    • Get Involved >
      • Inclusion
      • Hesed
      • Adath's Antiracism Committee
      • Israel & Masorti
      • Committees
    • Adults
    • Youth
    • Children
    • Archives
  • Shabbat & Holidays
    • Shabbat Worship
    • Holidays >
      • Passover
      • Purim
      • Tu B'Shvat
      • High Holy Days >
        • High Holy Days 2020/5781
        • How To Prepare
        • Music & Melodies
        • Yizkor Memorial Book
        • Just for Kids
        • FAQs
  • Membership
    • Become a Member
    • Member Directory
  • Ways to Give
    • Donate
    • Contributions
    • Adath Jeshurun Foundation
  • Gan Shelanu Preschool
    • About Us
    • Calendar
    • Programs
    • Registration
    • Staff