Learn how planned legacy giving to ADI will enable you to leave your mark on society and inspire future generations to continue building a better, more caring world, while simultaneously ensuring your personal financial needs.
Leaving a legacy with ADI will help us reimagine rehabilitation and advance ability for all – ensuring that Israel’s most vulnerable citizens receive every opportunity to reach their greatest potentials and pioneering cutting-edge therapeutic and recovery services for anyone touched by disability.
By including ADI in your will or trust, naming the organization as a beneficiary of a life insurance policy, or taking advantage of other giving opportunities, you can secure the financial needs of your loved ones, receive significant charitable tax deductions, and support ADI for years to come.
Charitable gift planning affords you opportunities to have an outsized impact on the causes that matter most to you with the possibility of reducing or eliminating current and future tax liabilities, creating income for you or your loved ones and preserving wealth for future generations of your family.
Recent and pending changes to the tax code (Tax Cut and Jobs Act, CARES Act, CAA, and BBB) contain provisions incentivizing you to plan how, what, and when you give to charity. If you have recently experienced or are anticipating changes in your personal life or business, we encourage you to partner with us to ensure that you are taking full advantage of these incentives.
ADI’s Legacy and Planned Giving Department is a ready resource for you and your advisors. We welcome you to have a confidential, no-obligation conversation to align your personal financial situation with your philanthropic goals.
Various charitable goals suited to your unique financial requirements and personal objectives are readily available. We can help you choose the option that works best for you.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate, or personal property. Choose the option that best fits your needs and intentions.
Naming ADI as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan, or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you will receive charitable deductions at full, fair market value while reducing capital gains impact.
If you are 70 years and 6 months or older, you can make a gift directly from your IRA to ADI. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Designate ADI as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. It is also possible to make a grant to us at any time from this fund.
Name ADI as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name ADI as the owner and beneficiary.
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to ADI that provides you with income. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
When you make a planned legacy gift to ADI, you will become part of the ADI Legacy Society, joining other supporters and friends who are making ADI’s vision a reality.
In recognition of your generosity and forethought, you will receive:
Let us know how we can help you include ADI in your estate plans. Discuss your charitable intentions with us and ensure that your gift is used exactly as you wish. Together, we can solidify your future and empower Israel’s disability community.
Request a confidential, no-obligation conversation to get started. Use the form to get in touch with one of our Planned Giving Officers.
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If you are working with a professional advisor or advising a donor, here is a practical guide for including ADI in a charitable estate plan.