Gift Planning


Plan for your future while helping plan for the future safety and security of Israel and her people. The gift planning office is here to help you consider strategies to meet your financial needs while also making a lasting impact. Are you exploring charities to leave money to? Planning a gift may be as simple as completing a single-page form or it may involve a multi-step approach. We hope these resources help you achieve your financial goals as you seek to provide for your loved ones and support the lifesaving work of The Fellowship, following the biblical commandment “to share your food with the hungry and to provide the poor wanderer with shelter—when you see the naked, to clothe him” (Isaiah 58:7).

The Fellowship is pleased to announce our new partnership with FreeWill an organization that provides a completely free of charge online step-by-step no obligation tool for creating your own Will. Please click the FreeWill logo below to begin.

FreeWill logo

Materials and assistance provided are for educational purposes only and are not a substitute for professional legal or financial advice. Please seek the assistance of qualified counselors in the areas of estate, gift, and tax planning.

Contact us at (888) 588-4325 or by email for more information.

Wills and Living Trusts

You may have a desire to help the Jewish people with gifts, but are also concerned that you may need certain assets during your lifetime—to cover future living expenses or health care costs, for example. You can retain ownership and use of assets during life and still benefit The Fellowship by leaving the assets to us through a charitable bequest.

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Beneficiary Designations

You can make a gift to The Fellowship from your financial accounts, retirement plans or life insurance plans. This can be done outside of a will or trust and is one of the easiest ways to leave a legacy (be sure, however, to coordinate this type of gift with your overall estate planning strategy.)

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Charitable Gift Annuities

A charitable gift annuity is a gift that gives back to you! It is created when you give assets to The Fellowship in exchange for a guaranteed, fixed payment, which is made to you or another beneficiary you’ve specified. A charitable gift annuity can be established with as little as $5,000 for donors who are at least 65 years of age. With most charitable gift annuities, payments begin immediately, but you may also consider a deferred charitable gift annuity—an arrangement in which payments begin at a later date.

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IRA Charitable Rollovers

The IRA Charitable Rollover allows individuals 70½ or older to make a tax-free rollover using funds transferred directly from an IRA to charity. This means you can donate up to $100,000 from your IRA without having to count the distribution as taxable income.

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Charitable Remainder Trusts

A charitable remainder trust can be used to help you make a gift to The Fellowship while also providing you with a charitable deduction, income for life or for a period of years, and reduction or elimination of capital gains and estate taxes.

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Real Estate

Do you have real estate such as a home, vacation home, or business real estate that you would like to pass on to The Fellowship? A gift of real estate can be made during your lifetime, or by bequest through your will or trust.

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