Memorials and Tributes
If you have a loved one who has been impacted by Adath Jeshurun Foundation, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting the work of our mission. Your memorial or tribute gift will be a lasting tribute to your loved one and make a difference in the lives of those we serve.
Potential Scenario
When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising The Adath Foundation for its tireless efforts to better his community. So Sarah decided to make a gift to The Adath Foundation in her father's name using appreciated securities. Not only will her father's legacy live on at The Adath Foundation thanks to the gift and a commemorative plaque, but Sarah also received a federal income tax charitable deduction (because she itemizes her taxes) and eliminated capital gains tax on the securities.
Learn How To Fund It
Next Steps
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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 |
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.