YOUR LEGACY THEIR FUTURES
When you give a planned gift to FIDF, you are helping secure FIDF’s financial future, linking your family’s name in perpetuity with our mission, which in turn creates a strong future for Israel’s soldiers.
"Our gift annuity gave us a very substantial tax savings, a lifetime income and a joy of knowing our soldiers are remembered after we are gone."
- Patricia and Albert Frank
FIDF’s prestigious Legacy Society honors and celebrates your planned giving contribution to the current and future generations of young men and women who serve Israel and Jews worldwide. Donors who have expressed their commitment to Israel’s soldiers by naming FIDF as a beneficiary of any of the planned gifts below are invited to join the Legacy Society.
With a bequest left to FIDF in your will or living trust, you can make a lasting impact on Israel’s soldiers – without affecting your cash flow. The gift can be expressed as a fixed amount or as a percentage of your estate. This is a flexible and versatile way to continue your philanthropy beyond your lifetime, and can be easily modified if your situation changes.
BANK AND BROKERAGE ACCOUNTS
Name FIDF as sole or partial beneficiary of your bank and brokerage accounts. This is a quick and simple way to provide for the soldiers while your will or trust is being prepared.
Name FIDF as sole or partial beneficiary of your IRA, 401(k), or other qualified retirement plan and avoid potential double-taxation on retirement plan distributions, allowing you to leave less-taxed assets to family.
Donate a policy you no longer need, add FIDF to an existing policy, or purchase a new policy and receive valuable tax deductions.
CHARITABLE GIFT ANNUITY
You can make a gift of cash or securities to FIDF and receive dependable high-rate partially tax free payments for life, while also receiving an immediate income tax deduction for a portion of your gift. Payment rates are determined by your age and may be much higher than your returns on low-earning securities or CD’s. Gift annuities are quick and easy to establish. (May not be available in all states)
CHARITABLE REMAINDER TRUSTS
When you transfer cash, securities, or other appreciated property into a trust, you receive back a percentage of the value of its principle, while also receiving an income tax deduction for a portion of the gift. It allows you to defer or eliminate capital gains tax and provides a steady cash flow with possible inflation protection.
CHARITABLE LEAD TRUST
Preserve your assets for your heirs by using appreciating assets to create a trust that will pay FIDF income for a period of years and then pass the assets back to you or your heirs with significantly reduced gift or estate taxes.
Create an endowment in your name for the program of your choice and FIDF will preserve the principal of your gift, using its investment earnings - and preserving your legacy. Your gift will continue to benefit Israel’s soldiers.
Have Questions About Planned Giving?
Contact our Planned Giving team