Adath Jeshurun Congregation
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How To Fund With Life Insurance


When the original purpose for a life insurance policy no longer applies—such as educating children now grown or providing financial security for a spouse now deceased—your policy can become a powerful and simple way to support our work. There are three ways to give life insurance to Adath Jeshurun Foundation:
Name us a beneficiary of the policy. This gift is as simple as updating your beneficiary designation form with the policy holder. 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.

​
Make an outright gift of an existing policy. You can name us as owner and beneficiary of an existing policy. You qualify for a federal income tax charitable deduction when you itemize on your taxes. If you continue to pay premiums on the policy, each payment is tax deductible as a charitable gift when you itemize.
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Make an outright gift of a new policy. You can take out a new policy and irrevocably name The Adath Foundation as the owner and the beneficiary of the insurance contract. This method may be particularly attractive for the younger donor. Whether you make one single premium payment for the policy or pay annual premiums, each payment is tax deductible as a charitable gift when you itemize.

Next Steps

Step 1
​Contact Talor Blustin at 952.545.2424 or talorb@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 2023. 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
        • Chevra Kavod Hamet
        • Yarhzeit Memorial Display
    • History
    • COVID-19: Adath Response
    • Sign Up For Emails
    • Catering & Meetings
    • Common Vocabulary
    • Employment
    • Publications & Blog >
      • Blog
  • Get Involved
    • Membership >
      • Become a Member
    • Inclusion
    • Hesed
    • Antiracism
    • Israel & Masorti
    • Keruv
    • Committees
  • Programming
    • Calendar
    • Adults
    • Makom
    • Children
    • Youth >
      • Youth Scholarship Information
    • Archives
  • Education
    • Map of Education
    • Gan Shelanu Preschool >
      • Home
      • About Us
      • Staff
      • Calendar
      • Tuition & Fees
    • Camp Mishpacha >
      • About Camp
      • Sessions
      • Registration
    • B'Yachad & Beyond
    • Talmud Torah
    • Bar & Bat Mitzvah Resources
    • TEN@Adath
  • Worship
    • Adath Live Stream
    • Shabbat & Weekday
    • Dellheim Weekend
  • Calendar
  • Ways to Give
    • Donate
    • Adath Jeshurun Foundation