Foundation Gifting Opportunities

Immediate Pledge Gifting

There are many meaningful ways to support the synagogue beyond a traditional cash donation – and several may offer valuable tax advantages. Consider these options:

• IRA Qualified Charitable Distributions (QCDs) – Required Minimum Distributions (RMD) start at 73 or 75 depending on your birth year. You may direct all or part of your RMD from your IRA directly to Shearith Israel. 
• Appreciated Securities – Donating stocks, bonds, mutual funds, ETFs, or other assets held for more than one year may provide significant tax benefits while maximizing your impact.
• Charitable Remainder Trusts (CRTs) – Establishing a CRT can allow you to support the synagogue while generating income and potential tax advantages.

We encourage you to consult with your financial advisor/tax consultant to determine the best giving strategy for your individual circumstances.

Create a Lasting Legacy

Help ensure that Shearith Israel’s bright future continues for generations to come. A legacy gift is something everyone can consider, and there are a variety of options available – many of which may offer meaningful tax advantages, including bequests through a will or trust. Life insurance policies, charitable trusts, IRA principal distributions, retirement assets, and other planned giving vehicles can all play a powerful role in sustaining and strengthening our community.

To begin a conversation about legacy giving opportunities, kindly complete this form and a member of our team will be in touch with you shortly.