Planned Giving and Endowments
Planned giving affords you the unique opportunity to provide additional support to your loved ones - by increasing your spendable income, by easing your tax burden, by avoiding unnecessary depletions on your estate — while reaffirming your commitment to Jewish continuity. Planned giving is more than a donation, it is a partnership. It is the B'nai B'rith Foundation of the U.S. working with you to guarantee a Jewish future. It is B'nai B'rith's development staff working with you to find the mode of planned giving that best suits you. B'nai B'rith's planned giving program offers a variety of options tailored to meet your individual needs and philanthropic objectives. We can help you find the best giving alternative for you.
The 1843 Society
When you notify us that you have provided for B'nai B'rith in your will or trust, or have arranged for any other type of planned gift, you will automatically be enrolled in our esteemed 1843 Society.
Named to commemorate the year in which B'nai B'rith was founded, the Society was created to acknowledge the importance of bequests and planned gifts from members and supporters who believe in B'nai B'rith and its mission.
You will receive a framed membership certificate and your name will be permanently inscribed on The 1843 Society's membership roster.
B'nai B'rith's policy regarding bequests is that all information concerning donors, members and friends of B'nai B'rith is handled through the Planned Giving office in Washington, D.C. This includes bequests that are designated for a local lodge, unit, council, region, or other sub-group of B'nai B'rith.
B'nai B'rith's policy regarding bequests is that all information concerning donors is handled through the Planned Giving office in Washington, D.C. This includes bequests that are specifically designated for a local lodge, unit, council, region, or other sub-group of B'nai B'rith.
Charitable Gift Annuity
Individuals often seek ways to maximize returns on fixed income investments at low risk. Purchasing bonds, investing in bank certificates of deposit or in money market accounts, keeping cash in savings accounts, purchasing commercial annuities — these are ways that many individuals attempt to minimize risk while achieving conservative returns.
There is, perhaps, a better way.
In addition to the traditional ways of low risk investing, consider a B'nai B'rith charitable gift annuity.
Charitable Remainder Trust (CRT)
When you begin to consider ways to preserve your estate for retirement, when you are faced with a windfall that will result in substantial taxes, when you need to find ways to pass your IRA or other qualified retirement plan on to others, you may want to consider establishing a charitable remainder trust with the B'nai B'rith Foundation of the U.S. A charitable remainder trust (CRT) is a deferred charitable gift that is designed to let you commit funds for B'nai B'rith in the future while preserving your financial security now. A CRT is irrevocable and is established under IRS regulations to provide substantial financial, tax and estate planning advantages.
Please forward all correspondence, emails, phone calls, receipts, releases and distribution checks related to estates, trusts, and other planned gifts to:
B'nai B'rith Planned Giving Office
1120 20th Street, N.W., Suite 300 N
Washington, D.C. 20036