You can leave a legacy of care and compassion through various planned giving options at Sholom. Listed below are some common ways to leave a meaningful legacy. Our Heritage Society recognizes the many thoughtful and visionary friends who have included Sholom in their estate plans. Please contact Noah Gerding, Director of Philanthropy, to learn more about planned giving at Sholom.
Bequest
You may designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.
IRA Rollover
You can make tax-free, charitable contributions from your IRA or other retirement account to Sholom.
Beneficiary Designation Gifts
You can designate Sholom as a beneficiary on a retirement, investment, bank account, or life insurance policy.
Charitable Gift Annuity
A charitable annuity is a gift to Sholom of cash, securities, or other assets that are set aside in a reserve account and invested. In return, you may become eligible to take a partial tax deduction for your donation, plus you may receive a fixed stream of income from this investment for the rest of your life. Sholom receives the remainder of the gift upon your death.
Other Planned Giving Vehicles:
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
- Charitable Lead Trust
- Sale and Unitrust
- Life Estate Reserved
Heritage Society
The Sholom Foundation Heritage Society honors and recognizes the many thoughtful and visionary friends who have included Sholom Foundation in their estate plans. For nearly 100 years, Sholom has made a considerable and meaningful impact on the entire community. Through your deferred gift, you will leave a legacy that will impact generations well into the future long after you are gone.
You may also designate Sholom Foundation as a beneficiary in your estate plan through St. Paul Jewish Federation’s Life & Legacy Program.
Sholom Foundation Heritage Society members will be honored and acknowledged in various online and printed publications and with permanent recognition at both the Norman & Lisette Ackerberg Family Sholom West Campus in Minneapolis and the Rossy & Richard Shaller Family Sholom East Campus in St. Paul. View the list of Heritage Society members here.
If you would like to establish an estate gift for Sholom Foundation, please contact Director of Philanthropy Noah Gerding at 952-939-1594 or ngerding@sholom.com.
