Gifts By
Will Or Trust

planned giving resources

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Yad Sarah.

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BENEFICIARY
DESIGNATION

planned giving impact yad sarah

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities, and a variety of financial accounts.

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THE IRA GIFT
(QCD)

planned giving ira gift qcd

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Yad Sarah.

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Inspiring Stories

Bob Zalkin: Charitable Gift Annuity

Bob is the Cantor Emeritus of a large congregation in Indiana, which he served for about 30 years. A lifelong learner, he has also been an award-winning storyteller, author of a book of poetry, founding president of a...
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Doug Lonstein

Doug Lonstein is a recent retiree who spent his career conducting commercial and multifamily real estate analysis for financial institutions and government agencies. Upon retiring in April of 2024, his focus shifted to...
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Hank And Wendy Kaplowitz: Charitable Gift Annuity

When Wendy and Hank Kaplowitz’s daughter was participating in a study abroad program in Israel, they were surprised to receive an unexpected phone call in the middle of the night. Their daughter, it turned out, had...
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Rosette Tucker: Charitable Remainder Trust

Rosette was on a plane from New York to Israel some 30 years ago to visit family when she began flipping through a magazine she found left on her seat. As she perused the pages, she stopped to read a story on an...
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Sammy Alzofon: Bequest Donor

Sammy has always been involved in social causes, so when she made Aliyah to Beer Sheva in 2011, it was only natural that she would get involved with Yad Sarah. “The whole concept of what they do is terribly important,...
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Sue Benyowitz: Charitable Gift Annuity

When Sue Benyowitz was asked to volunteer at the Yad Sarah booth at the Los Angeles Celebrate Israel Festival, she knew she had to participate. She had lived in Israel—working as one of Jerusalem’s first ultrasound...
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