A deferred charitable gift annuity provides fixed payments to you 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.

Deferred gift annuities are easy to set up, and the payments you receive are backed by the general resources of Friends of Yad Sarah for as long as you live.

Deferred Charitable Gift Annuity Could Be Right For You If:

  • You have sufficient income now but want to supplement your cash flow later, for example, when you retire.
  • You want the security of fixed, dependable payments for life.
  • You want to save income taxes or capital gains taxes.
  • You would like income that may be partially tax-free.
  • You are considering a gift amount of $10,000 or more.

How it Works

  1. You make an irrevocable gift of cash, securities, or other property to Friends of Yad Sarah.
  2. In exchange, Friends of Yad Sarah pays you a fixed amount each year for the rest of your life.
  3. When your gift annuity ends, its remaining principal passes to Friends of Yad Sarah.

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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