Gifts of any size are meaningful and impactful!
PLANNED GIVING
Throughout its history, gifts from our members and supporters have nurtured NA’AMAT USA and provided a strong promise for our future. Whatever your stage in life, a planned gift – bequests, life insurance policies, endowments, and other estate plans – is one of the most impactful ways you can support NA’AMAT USA’s critical work.
You don’t have to have extraordinary wealth to make a planned gift. Even a small gift can make a huge impact over time!
You also don’t have to choose between leaving a gift to your family or charity – you can do both. Many planned gifts can even save your family money while ensuring that the work NA’AMAT does to improve the lives of women, children, and families will be a part of the fabric of Israeli society for future generations.
If you have included NA’AMAT USA in your estate plans, please let us know! We would like to thank you for your generosity by including you in our Legacy Circle. Your membership involves no dues, obligations, or solicitations, but it does allow us to thank you for the plans you have made. Benefits of membership in our Legacy Circle also include invitations to special events and allow us to recognize you publicly, which may inspire generosity in others. Of course, you can remain anonymous if you like.
The most important benefit you will receive from joining our Legacy Circle, however, is the satisfaction derived from making a lasting contribution to future generations of Israelis.
GIFTS FOR THE FUTURE
By including NA’AMAT USA in your estate plans, you can make a lasting impact on Israel and help NA’AMAT continue its pioneering work in empowering women, youth, and children through our critical network of women’s empowerment and rights centers, daycare centers, youth villages, high schools, scholarship funds, legal aid bureaus, domestic violence shelter and more for generations to come.
There are ways to give that won’t affect your financial resources today but will make a significant difference in the future.
Leave a legacy and ensure that the work NA’AMAT does to improve the lives of women, youth and families will be a part of the fabric of Israeli society for future generations.
We would love to discuss these options with you and share how your legacy gift will impact NA’AMAT’s future. Please contact finance@nullnaamat.org to explore making a Planned Gift.
WILLS OR TRUSTS
Many of our supporters leave gifts to NA’AMAT USA in their wills or estate plans. Bequests are one of the simplest, most impactful, and most popular ways to make a planned gift.
To make a charitable bequest, you can allocate a portion of your estate to NA’AMAT USA. Bequests are usually designated as a specific amount of cash (e.g., $10,000) or a percentage of the donor’s total estate (e.g., 1% of an estate of $1 million would be $10,000).
Bequests are a great option as they don’t cost a donor anything during their lifetime. Your distribution is fully deductible for Federal estate tax purposes and usually exempt from state inheritance taxes, which can reduce the tax burden for your heirs.
LIFE INSURANCE
Life insurance is a powerful tool for giving.
Your estate can make a gift larger than your current means; a small annual premium payment can result in a substantial distribution that may be larger than you’d be able to give in cash.
You can make a gift of life insurance by naming NA’AMAT USA as a partial or full beneficiary. You can also name NA’AMAT USA as an irrevocable owner and beneficiary of a life insurance policy that has cash value and is no longer needed. You may be eligible for an immediate income tax charitable deduction, as well as future tax benefits. You should contact your tax advisor to determine the deduction amount.
RETIREMENT FUNDS
While Qualified Charitable Distributions [link to it] can be a great tool for giving during your lifetime, you can use your IRA or qualified retirement plan in other ways to make tax-efficient gifts to support NA’AMAT USA for years to come.
By designating NA’AMAT USA as a beneficiary of your retirement account(s), you can reduce potential estate taxes while supporting our mission.
Your retirement plan administrator can provide a brief beneficiary form for you to complete to you designate NA’AMAT USA as the beneficiary of all or a stated percentage of your unused plan assets.
GIFTS OF ASSETS
APPRECIATED ASSETS
A gift of appreciated securities, including stocks and bonds, is an easy way to give a gift. By making a gift of your appreciated securities, you can avoid paying capital gains taxes that would otherwise be due if you sold these assets and maximize your gift to NA’AMAT USA.
[policy re stocks]
QUALIFIED DISTRIBUTION FROM AN IRA
If you are 70½ or older, you can make a tax-free distribution from your traditional or Roth IRA to NA’AMAT USA. People who hold IRAs must take RMDs each year from age 73—even if you don’t need or want the funds. That same RMD increases your total taxable income.
QCDs (aka IRA charitable distributions or IRA charitable rollovers) allow you to fulfill your RMD by a direct transfer of up to $105,000 to a charity, such as NA’AMAT USA.
CASH
Donating cash is the simplest way to support NA’AMAT USA and the women, children, and families we serve in Israel today.
We accept checks, wire funds, Zelle, or give a gift online.
You may specify how you would like the funds to be used or allow us to apply the gift where it is needed most at this time.
MEMORIALS AND TRIBUTE GIFTS
Making a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion or simcha while supporting NA’AMAT USA’s mission. Your gift will be a lasting tribute to your loved one and make a difference in the lives NA’AMAT serves in Israel.
To make a memorial gift to NA’AMAT USA through your estate, please seek the advice of your financial advisor.
ENDOWNMENT
[How can someone donate to an endowed fund? Spending policy info?]
Marcy response: the donor can do this 1 of 2 ways: 1) they can open an endowment fund at whatever financial institution they choose and NA’AMAT is the beneficiary, 2) in their will or trust they will specify how much (or what % of funds) will be gifted to NA’AMAT upon their death and specify that an endowment fund should be established. If they choose, they can specify that the endowment supports a particular project and include any other instructions such as “a plaque be place at the XX center with this wording, etc etc” i dont know if we need all of these details on the website. We might just list some of these things becuase they should consult with their financial advisor or attorney, not rely on us for this info.
We improve people’s lives every day: a robust endowment promises that we can meet the needs of Israelis for generations to come, l’dor v’dor.
— Susan Miller, NA’AMAT USA VP of Fundraising
To make a gift in support of an existing endowed fund or to establish a new fund, please contact our Development office at development@nullnaamat.org or 818-431-2205
Disclaimer:
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
COPYRIGHT © 2024 NA’AMAT USA
THEY HAD LESS THAN ONE MINUTE TO FIND SAFETY.
YOU CAN HELP IN LESS THAN FIVE.
Staff and children huddle together in a safe room at a NA’AMAT daycare center. The daily air-raid sirens and ever-present threat of rocket attacks feed anxiety and insecurity that is profoundly disturbing for the children. Can you spare five minutes to help?
THEY HAD LESS THAN ONE MINUTE TO FIND SAFETY.
YOU CAN HELP IN LESS THAN FIVE.
Staff and children huddle together in a safe room at a NA’AMAT daycare center. The daily air-raid sirens and ever-present threat of rocket attacks feed anxiety and insecurity that is profoundly disturbing for the children. Can you spare five minutes to help?
