Adath Jeshurun Congregation
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Gifts That Provide Income

Charitable Gift Annuities


​A charitable gift annuity involves a simple contract between you and The Adath Foundation where you agree to make a gift to The Adath Foundation 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. This is the preferred avenue of someone who doesn't want to choose between their philanthropic goals and financial security. In addition to receiving regular payments and fulfilling your philanthropic goals, 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. To learn more, request a free copy of our guide Plan for Retirement With a Deferred Gift Annuity by emailing us at office@adath.net or calling 952.545.2424.

Let's Walk Through An Example


​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.

See How It Works

Learn How To Fund It


​Cash
Appreciated Securities
Real Estate
Tangible Personal Property
​Closely Held Stock

Calculate Your Benefits


​Submit a few details and see how a charitable gift annuity can benefit you.
See My Benefits
​
​If you're interested in learning more about the benefits of a charitable gift annuity, please 
request a free copy of our guide Strengthen Your Future With a Charitable Gift Annuity by emailing us at office@adath.net or calling 952.545.2424.

Charitable Remainder Trust


​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. If you have built a sizable estate and are also looking for ways to receive reliable payments, this may be your option. 

Benefits of a charitable remainder trust include:
  • Potential for a partial charitable income tax deduction
  • Potential for increased income
  • Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:
  1. The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
  2. The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.​

Let's Walk Through An Example


Susan, 75, wants to make a gift to The Adath Foundation but would also like more income in the future. Susan creates a charitable remainder unitrust with annual lifetime payments to her equal to 5% of the fair market value of the trust assets as revalued annually. She funds the trust with assets valued at $500,000.

Susan receives $25,000 the first year from the trust. Subsequent payment amounts vary each year depending on the annual valuations of the trust assets. She is eligible for a federal income tax charitable deduction of $299,845* in the year she creates and funds the trust. This deduction saves Susan $95,950 in her 32% tax bracket.

​*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
Closely Held Stock
Real Estate
Retirement Plan Assets
Tangible Personal Property

Calculate Your Benefits


​Submit a few details and see how a charitable remainder 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


​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