NIF’s Legacy Society

The NIF Legacy Society was created to recognize those special individuals who have included the New Israel Fund in their long-term plans through a bequest or trust, by beneficiary designation, or other financial planning arrangement.

As a way of honoring your commitment, we will recognize your gift here on our website, in our Annual Report, and in other publications (unless anonymity is preferred). Allowing us to list your name sends a strong message of encouragement to your peers and the broader community that supporting the New Israel Fund through a legacy gift is important.

To notify us of your legacy intention or existing plans, contact us or simply complete our online Legacy Society Notification Form.

If you have not yet included us in your estate or financial plans and would like to learn more, please fill out a form to Request More Information.

If you choose to join:

• There is no membership fee or minimum gift. Every legacy gift is important to us and makes an impact.
• In celebration of your commitment, we will recognize your gift in our Annual Report, here on our website and in other publications (unless anonymity is preferred).
• You will be invited to contribute a message and photo to the collection of legacy statements on our website — a wonderful way to share with loved ones and the next generation about the values that brought you to the New Israel Fund family and your vision for Israel’s future.

We look forward to hearing from you!

What Legacy Gift is Right for You?

Every donor to the New Israel Fund has a unique financial and family situation, and there are many ways to make a legacy gift to the New Israel Fund. Take a look at some of the options designed to support NIF’s work over the long term. Feel free to contact us with questions.

• Bequests:
  • Will or Living Trust
  • Life Insurance
  • Retirement Account
  • Charitable Lead Trust
  • Charitable Remainder Trust
• Complex gifts of assets, such as:
  • Real estate
  • Personal property
  • Privately held stock/IPO stock
  • Other appreciated assets
• Support NIF through a Qualified Charitable Distribution from your IRA — A Double Benefit
  Neither QCD's from your IRA nor donor advised funds (DAFs) may be used to purchase tickets for events, such as galas.
  LEARN MORE
• Establishment of a named Endowment Fund with any of the above vehicles, either during or after your lifetime

 

Goals & Benefits – Select Examples

YOUR GOAL	YOUR STRATEGY	YOUR BENEFITS
Make an important impact on NIF that doesn't cost you anything during your lifetime, but is a meaningful legacy that you leave behind.	Create a bequest in your will or trust (cash, specific property, or a portion or percentage of the estate).	Simple to arrange, and a great way to provide resources that will help NIF for years to come.
Make a difference for NIF now, and avoid capital gains liability and take an income tax deduction during your lifetime.	Use appreciated securities or other assets instead of cash to make your gift.	Minimizes taxes while seeing the benefits of your gift and receiving recognition during your lifetime.
Leave more of your estate to your heirs, while still benefiting NIF.	Name NIF as beneficiary of your retirement plan, since those assets may be taxed twice if left to your heirs.	Eliminate income tax on retirement plan assets, and free up other property to pass on to your heirs.
Create a long-term gift that won't draw funds from your estate.	Create a new life insurance policy, that you contribute to NIF or donate a paid-up policy you no longer need.	Increase your ability to make a significant gift to NIF at a lower cost to you.
Reduce gift and estate taxes and leave more of your assets to your heirs.	Create a charitable lead trust to pay income to NIF for a fixed term, then pay the remainder to your heirs, at reduced taxable amounts.	Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.
Tap into one of your most highly appreciated assets to make a gift to NIF.	Make a gift of real estate or other highly appreciated assets to NIF.	Avoid capital gains tax and receive an income tax deduction.

 

NIF's Legacy Society Members

Anonymous (63)
Bonnie Alpert & Nathan Rome
Ralph Alpert
Eric R. Alterman
Debra Appel & Gene Schneyer
Judith & Robert (z"l) Appelbaum
Peter & Lucy (z"l) Ascoli
Jeremy Avins
Diane & Jean-Loup Baer
Lawrence Bailis & Susan Shevitz
Judith R. Bank
Marzy & Joe Bauer
Wendy Bear
Sandra J. Berbeco
Philip L. Bereano
Joan I. Berger
Howard & Dorothy (z"l) Berger
David W. Berkowitz
Michael Bien & Jane Kahn (z"l) ^FC
Adam M. Birnbaum
Deborah Blank
Efrim Boritz & Naomi Fromstein ^FC
Laura S. Brown, Ph.D.
Mark Burstein & David Calle^FC
Jane Buttars & Daniel Harris (z"l)
Claudia I. Chaves
Eleanor Friedman & Jonathan Cohen ^FC
Robert E. Cohen
Sandra Coliver ^FC
Susie Coliver ^FC
Mary I. Coombs
Melissa E. Crow
Shulamit Decktor
Beverly Diamond
Alan Dowty
Drs. Isser Dubinsky & Antoinette Wertman ^FC
Douglas E. Duckett
Isabel P. Dunst
Marcy Eisenberg
Eddie & Rachel Eitches
Roberta Elliott ^FC
Professor Arthur Elstein
Gidion Eshet ^FC
Barbara & William (z"l) Fairman
Sybil & Rabbi Harvey (z”l) Fields ^FC
Mark & Lucy Rose Fischer
Sylvia Fischer
Glenn R. Fleischman
Gail Foorman
Rabbi John A. Franken
Henry N. Friedel
Rabbi Dayle Friedman
Janine Frier ^FC
Sonia P. Fuentes
Sanford & Linda Gallanter ^FC
Zelda & Elkan Gamzu
Joan Garson & David Baskin ^FC
Jeffrey Gaynes
Gerald Gerash
Leonore B. Gerstein
Judith F. Goldberg
Frances E. Goldman
Joe Goldman & Adam Green
William S. Goldman (z"l) & Serra Falk Goldman
Rabbi Debra Goldstein
Peter J. Gollon
David & Rita Gottlieb
Rabbi Lisa D. Grant & Dr. William H. Weitzer
Judy & Sheldon Greene ^FC
Lois & Richard (z"l) Gunther ^FC
Mark Guttman & Lesley Simpson ^FC
Dr. Gabor T. Herman
Terry & Larry Hill
Arnon Hirsch
Suzanne R. Hirsch
David Hochberg
Robert Holgate & Alvin Baum (z"l) ^FC
Amnon Holzman
Jacob Holzman
Donald (z"l) & Mary Ann Horenstein
Arthur Hurwitz^FC
Martin H Tannenbaum & Alex Ingersoll
Linda J. Kacser
Karen Kalish
Jan Kallish
Leslie Kane & Manuel Fishman
Michael L. Kaplan
Barry Karas & Bruce Green
Yahara Katzeff
Hadass Kaufmann ^FC
Ray & Evelyne Kende
Rabbi Sharon Kleinbaum
Janet L. Kolodner
Murray Koppelman ^FC
Robin Kosberg
Hannah L. Kranzberg ^FC
Rabbi Harold J. Kravitz & Cindy Reich
Mona B. Kreaden
Doris & George Krevsky
Esther Krisman Warchaw
Gil Kulick
Joan A. Kuriansky ^FC
Linda & Frank Kurtz
Jed Kwartler, MD & Carol Barash, PhD
Dr. Barbara & Sy (z”l) Landau ^FC
Bernice Langner & the late Hesh Langner
William E. Leavitt
Allen Leboff
Ruth Lederman
Hollis G. Lenderking
Gary Libman & Gail Tapley-Libman
Rachel & Dr. Alon Liel ^FC
Jan Abby Liff ^FC
Russ Linden
Steve & Judy Lipson
Ted Live ^FC
Michal Longfelder & Jan Raymond
Martin Lowenstein & Inbar Telem
Caroline & Brian Lurie ^FC
Mitra Makbuleh, Ph.D.
Steven Mandel
Judy Mann
Roberta & Bernard (z"l) Marcus
Gayle & Jerry Marger
Daniel & Lenore Mass
Daniel & Noémi P. Mattis
David & Sheila Matz
Marcia Kramer Mayer, Ph.D.
The Purple Lady/Barbara J. Meislin Fund ^FC
Joy Midman
Linda B. Miller
Patricia A. Miller
Theodore & Marylyn Miller
Anne P. Mintz
Harriet Mouchly-Weiss & Charles Weiss (z"l)
Ben Murane & Naomi Kramer
Leila Mustachi
David Myers & Nomi Stolzenberg ^FC
Jamie Natelson
Iris Newman
Louis Newman & Rabbi Amy Eilberg
Murray H. Newman
Barry Nobel
Jerry Nodiff
Dianne E. Norwood née Paperno
Rachel Oriel Berg, Ph.D.
Lee Pasackow
Dr. Richard & Martha Pastcan
Debra F. Pell ^FC
Kathleen Peratis ^FC
Rabbi Jonathan K. Perlman
Benette Phillips
Judith Plaskow & Martha Ackelsberg ^FC
Stuart & Lee Pollak
Norman Postone & Lisa Fruchtman
Daniel C. & Lisa R. Price
Dan M. Pulcrano
Alan & Nancy Raznick
Sue Reinhold
Rick Robbins
June A. Rogul ^FC
Lori Roth Gale
Jane Rubin
David & Phyllis Ruderman
Sylvia Sabel & Joel Rubinstein ^FC
David Salem & Laurie Aloisio
Elise & David Saltzberg
David M. Saperstein
Lela & Gerard Sarnat
Talia Sasson ^FC
Suzanne Schecter
Hanna Schepps
Barbara Reisman & Eric Scherzer
Mark Schleisner & Vivien Hoexter
Barry H. Schneider
Debra R. Schoenberg
Daniel & Sheila Segal ^FC
Rabbi Judy Shanks & Dr. James Gracer
Joanne Shapiro
Dr. Daphna Sharfman ^FC
Rabbi David Shneyer
Todd P. Silverstein
Ilana and Ray Snyder
David & Lea Soifer
Daniel Sokatch & Dana Reinhardt ^FC
Ellen Soren Beda
Jennifer Spitzer
Rabbi Anita Steiner
Jeffrey R. Stone
Harold (z"l) & Shirley Strom
Gail Szenes
Steve Teichner
Bruce Temkin
Sandy (z"l) & Bob Temkin
Rabbi David & Betsy Teutsch
Steven Tulkin (z"l) & Sydney Kapchan
Judith Tuller
Barbara A. Turner
Paul & Dorothy Wachter
Bettyruth Walter, Ph.D.
Benjamin Ward
Kayla M. Weiner, Ph.D. ^FC
Sharon Weintraub ^FC
Paul Werner
Phyllis M. White
Drs. Carol & Terry Winograd ^FC
Bob Wolfe
Drs. Steven & Sybil Wolin
Gail Bates Yessne & Peter Yessne ^FC
Michael D. Young & Debra L. Raskin ^FC
Jonathan Zimman
Margot & Paul (z"l) Zimmerman
Edith & Robert Zinn Endowment Fund
Janet Zobel (z”l) ^FC

*FC: Denotes Founders Circle members who made early or significant commitments to NIF’s 40th Anniversary Legacy Giving Campaign.

 

Disclaimer: New Israel Fund is not engaged in legal or tax advisory services. Please consult with your professional advisor as to which giving vehicle is right for you, and when creating bequests, seek drafting and counsel from an attorney.