Planning Your Greatest Gift
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. 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).
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.
About Planning Your Gift
The Cornerstone of Zion Society recognizes supporters of The Fellowship who are people of vision. They see beyond the present and into a future when their planned gifts will create an ongoing legacy that will help provide a "hope and a future" for needy Jewish people in Israel and scattered among distant lands.
Life income gifts offer attractive opportunities for many Fellowship supporters. We invite you to explore the options and benefits using our private and confidential gift planning calculator.
Our team of gift planning professionals is here to help you! Wondering how to get started? Looking for fresh ideas? Questions about how to maximize the tax benefits of a charitable gift? Contact us today for no-obligation help and answers.
Fellowship donors like you have made an incredible impact in the lives of God’s Chosen people with generous and innovative gift plans. Their stories will inform and inspire.
Popular Gift Plans
A bequest may be conveyed through a will or a trust (most commonly in the form of a "revocable living trust.") An existing will or trust does not need to be re-written to include a charitable bequest—you often can add a "codicil" or amendment to your current estate plan.
Through a charitable beneficiary transfer, the remaining balances in a checking or savings account, Certificate of Deposit, brokerage account, or retirement account may be transferred directly to a charity upon your death by designating the account as Payable on Death ("POD") or Transfer on Death ("TOD") to a charity.
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.
More Ways to Give
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
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.
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.