planned giving life income giftPlanned giving is a great way to support Yad Sarah while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.

CHARITABLE GIFT ANNUITIES

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The new – and higher – annuity rates announced may make this gift a perfect fit for you.

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CHARITABLE REMAINDER TRUST

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Friends of Yad Sarah. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.

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DEFERRED CHARITABLE GIFT ANNUITY

A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.

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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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