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Create a Lasting Legacy

Transform lives while meeting your personal financial goals

Learn About Ways to Give

Giving Home > Ways to Give

Ways to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Bequest

You designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.

Beneficiary Designation Gift

You designate us as a beneficiary of your retirement, investment or bank account, or life insurance policy.

Charitable Remainder Annuity Trust

You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust. When the property sells you receive cash and income for life.

Give It Twice Trust

You provide your children with a stream of income while making a gift to our organization.

Pooled Income Fund

A pooled income fund is a special charitable fund. You make a gift to our pooled income fund and receive tax and income benefits in return.

IRA Charitable Rollover

An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA.

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a substantial charitable deduction for the difference between the market value and purchase price.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

Blended Gift

There are many lifetime and estate gift options that can make your giving go farther than a simple gift of cash or property.

Gift and Bequest

A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.

Endowment Gift

When you make a gift to our endowment fund (now or in the future), the funds support Hebrew Free Loan in perpetuity.

What is Planned Giving?

Planned giving is charitable giving coordinated with your charitable financial, tax, and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during your life and after you pass away.