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Planned Giving
All methods of charitable giving fall under the Jewish mitzvah of tzedakah. Yet it is possible to make a gift that reaches into future generations, and continues the mitzvah past your own lifetime and ability to do good deeds. Often, this type of gift can also improve your own financial situation by increasing your income, reducing or eliminating capital gain liability, and providing certain tax advantages.

Such are the gifts made by our friends through HIAS’ planned giving programs. It is why we honor these supporters with membership in the HIAS Heritage Society and pay special tribute to their farsighted philanthropy.

How does planned giving work?
HIAS offers a wide range of gift plans that can be custom-tailored to fit your personal financial goals and charitable desires.

  • Charitable Gift Annuity: immediately begin to receive an income, for the rest of your life (as well as a loved one’s), based on returns as high as 12%, of which a portion is tax-free.
  • Deferred Charitable Gift Annuity: defer receiving a partially tax-free lifetime income for one to nineteen years, and possibly receive a fixed return of up to19.3%.
  • Charitable Remainder Trusts: two ways to receive an income and possibly improve your tax and estate situation.
  • Life Insurance: an affordable, easy way to make a major gift and a major difference.
  • Retained Life Estate: a way to “give away the farm” while never leaving it.
  • Bequests: defer your gift until after your lifetime.
You can choose the way you will be remembered.
If you have questions or wish to discuss any of the above planned giving options that support HIAS, please contact Susan Milamed in the HIAS Development Department at 212-613-1354, 866-871-9681 (toll-free) or email susan.milamed@hias.org.

These plans, each offering distinct advantages, allow you to tailor your giving to meet your personal needs and achieve your financial and philanthropic goals. Smart charitable financial planning can create or preserve income and minimize taxes. Let HIAS assist you in finding the right plan for you.