Learn which assets are most commonly used to fund a gift.

STOCKS & BONDS

planned giving resources

Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Friends of Yad Sarah.

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RETIREMENT ASSETS

planned giving impact yad sarah

A gift of your retirement assets, such as an employee retirement plan, IRA, or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Yad Sarah's future.

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LIFE INSURANCE

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Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.

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PERSONAL PROPERTY

planned giving resources

A gift of artwork, coins, antiques, or other personal property can be an excellent way to support Yad Sarah.

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REAL ESTATE

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A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to Yad Sarah.

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DONOR-ADVISED FUND

planned giving resources

A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.

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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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