Planned Giving

Many ways to give.  Endless opportunities.

ANNUAL AND ENDOWED/NAMED GIFT OPPORTUNITIES

  • Campus Rabbi
    Annual Funding: $100,000, Endowed Gift: $2,000,000
  • Engagement Associate
    Annual Funding: $40,000, Endowed Gift: $800,000
  • Florida Atlantic University Shabbat Meals
    Annual Funding: $30,000, Endowed Gift: $600,000
  • High Holiday Programming
    Annual Funding: $10,000, Endowed Gift: $200,000
  • Nova Southeastern University Shabbat Meals
    Annual Funding: $10,000, Endowed Gift: $200,000
  • Professional Development
    Annual Funding: $10,000, Endowed Gift: $200,000
  • Capital Improvement Fund
    Annual Funding: $10,000, Endowed Gift: $200,000
  • Women’s Programming
    Annual Funding: $7,500, Endowed Gift: $150,000
  • Passover Programming
    Annual Funding: $5,000, Endowed Gift: $100,000
  • Do-It-Yourself Shabbat
    Annual Funding: $5,000, Endowed Gift: $100,000
  • FYSH - First Year Students at Hillel
    Annual Funding: $2,500, Endowed Gift: $50,000
  • Welcome Week Activities
    Annual Funding: $2,500, Endowed Gift: $50,000
  • Executive Director Discretionary Fund
    Annual Funding/Endowed Giving any level

ENDOWED GIFT ONLY OPPORTUNITIES
 

  • Hillel Kitchen
    Naming Opportunity: $2,000,000
  • Israel Fellow
    Endowed Gift: $1,000,000
  • Israel Programming
    Endowed Gift: $5,000,000
 
 
 

Planned Giving Guide

A planned gift involves making a charitable donation that both benefits you and supports a cause you care about.  Meet your charitable goals while providing meaningful support to Hillel of Broward and Palm Beach.

  • Cash, securities or real estate
    • Donate cash, appreciated real estate or securities
    • Removes taxable assets from the estate and provides immediate deduction from income taxes and avoids capital gains on the appreciated value
  • Bequest
    • Plan now and give later
    • Donation is exempt from federal estate tax
  • Retirement Plan Assets or IRA
    • Name Hillel of Broward and Palm Beach as the beneficiary of the plan or a portion thereof
    • Donation is exempt from federal estate and income tax. If donor is over 70 ½ years old, they can donate directly from RMD (required minimum distributions)
  • Life Insurance
    • Donate old or new policy with Hillel of Broward and Palm Beach named as the beneficiary
    • Donation is exempt from federal estate tax
  • Charitable Gift Annuity
    • Gift contract that provides lifetime payments to one or two persons
    • Donor receives immediate deduction from income taxes and receives annual or quarterly income while removing taxable assets from the estate
  • Charitable Remainder Trust (CRUT)
    • Trust that pays income for life or a set term of years to donor and/or others. Assets ultimately benefit Hillel of Broward and Palm Beach
    • Removes taxable assets from the estate
  • Charitable Lead Trust (CLAT)
    • Trust that makes payments to Hillel for a period of years. Assets ultimately pass to donor or heirs
    • Removes taxable assets from the estate. Donor receives immediate deduction from income taxes
       

Making a planned gift to Hillel of Broward and Palm Beach through a bequest in your will or trust requires only that you make your desire known in your legal documents. Speak to your financial and/or legal advisor to determine the appropriate plan for your personal situation.

For more information, call Jill Deutch, Director of Development at 561-866-7030 or Amy Kovler Rosenberg, Assistant Director of Development, Broward County, at ‭954-243-7212.

Hillel of Broward and Palm Beach is a 501(c)3 organization, Tax ID number: 56-2472825.