Endowed Gifts
You have the power to help safeguard the future of Adath Jeshurun Foundation. How? By making an endowed gift. Your gift is an investment in our future, helping us grow and thrive for years to come.
Potential ScenarioLongtime supporters Susan and Charlie want to make sure The Adath Foundation continues to flourish long after they're gone. They also want to memorialize Charlie's parents, Mr. and Mrs. Jones. So they make a $25,000 donation to The Adath Foundation, which we invest. Each year, a portion of the income from the invested money will be used to support our mission in honor of Mr. and Mrs. Jones. The rest of the income is reinvested in the fund; that's what allows it to support us indefinitely. Susan and Charlie qualify for a federal income tax charitable deduction on their taxes. |
Learn How to Fund ItYou can create an endowed gift using the following assets: Cash Appreciated Securities Tangible Personal Property Real Estate |
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 |
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.