Additional Resources
Personal Estate Planning Kit Download
This comprehensive estate planning kit includes a helpful lesson book and an electronic record book. 
Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to test your knowledge of the information covered.
After completing the lesson book, you'll be ready to take inventory of your assets. Download the record book (PDF) to begin.
Note: To record your information digitally on the form, you must have Adobe Reader. Download it for FREE here. If you're using Firefox (browser), you must save the PDF prior to making edits. |
Letter of IntentA letter of intent to donate is a formal declaration of your desire to donate to The Adath Foundation or another organization. The letter will describe the type of donation being offered and the donor’s preferences regarding how their contribution should be utilized once received by the organization. All monetary donations should be identified as being either a one-time, monthly, or annual pledge. If the organization accepts the proposal exhibited in the letter, both parties may sign the document to indicate their intention to progress into a legally binding agreement. |
Charitable Gift AgreementThis charitable gift agreement is for those who are looking to establish a named endowment fund administered by The Adath Jeshurun Foundation. Cash and other assets will be included in this fund and all contributes are irrevocable. |
Need Help?
If we can provide any assistance during your planning process, please contact Miranda Weisbuch at 952.545.2424 or [email protected].
If we can provide any assistance during your planning process, please contact Miranda Weisbuch at 952.545.2424 or [email protected].
Next Steps
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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.