How To Fund With Commercial Annuities

Like retirement plan assets, commercial annuities provide for tax-deferred growth while the owner is living. Because distributions from commercial annuities are subject to income taxes, they are often considered among the best assets to leave to charity. Due to our tax-exempt status, Adath Jeshurun Foundation can receive your commercial annuity completely tax-free when you name us as beneficiary.


​Making this gift is as simple as updating your beneficiary form with your bank or insurance company. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn’t survive you.

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

​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.