Planned Giving

Generosity that Extends Beyond a Lifetime

The Jewish leaders you most admire, the leaders who strengthen Jewish communities in North America and beyond, were educated at HUC-JIR. Israeli rabbis and educators – graduates of programs at our Jerusalem campus – are advocates for religious pluralism and a progressive Judaism. Our libraries, museums, and American Jewish Archives preserve and disseminate treasures of the Jewish people.

Generations to come will look to our graduates – rabbis, cantors, educators, nonprofit management professionals, and scholars – for inspiration and guidance. They must be ready to lead an ever-changing Jewish community.

Your legacy gift will ensure their continued contributions to the Jewish people in the decades to come.

There are many ways to maximize your support of HUC-JIR and meet your strategic goals and financial needs through gift planning arrangements. For example:

• Gifts through your will or retirement account provide flexibility and do not affect your current cash flow.
• Gifts of real estate, personal property, and securities provide immediate tax benefits.
• Gifts that pay you and/or another beneficiary income in return for your gift may allow you to make a more substantial gift than you thought possible and provide immediate tax benefits.
• Retained life estate and charitable lead trusts can protect assets and significantly reduce tax liabilities.
• Blended gifts of cash or other assets today and a vehicle that will go into effect after your lifetime may allow you to make an even bigger impact on the Jewish people than you ever thought possible.

You can make a legacy gift regardless of age or economic circumstances, and you can customize your support with a variety of planned giving vehicles. Some options to consider include:

• An outright gift of cash or other assets
• A bequest provision in your estate plan
• A designation from your life insurance policy, IRA, retirement plan, savings, or investment account. The Charitable IRA Rollover is now permanent and can result in a tax-free gift from your IRA.
• A charitable gift annuity (CGA) or another vehicle that provides you income during your lifetime
• A charitable trust
• A grant from your donor-advised fund or family foundation

However you choose to make your planned gift, your support provides essential and valued resources that will benefit HUC-JIR and our Jewish community for generations to come.

To find out more, and speak in confidence and without obligation, contact Susan G. Kulick, National Director of Gift Planning, at 513.487.3227 or by email.

“Jewish values and continuity are vitally important to us. That’s why we’ve included HUC-JIR in our estate plan.”
— Charles A. Kroloff, ’60, Rabbi Emeritus, Temple Emanu-El, Westfield, NJ, and Dr. Terry K. Kroloff

 

The 1875 Society: Honoring Legacy Giving to HUC-JIR

The HUC-JIR 1875 Society was created to recognize and thank alumni, family, and friends who have made a bequest or planned gift to the College-Institute. By becoming a member of the 1875 Society, you join the company of many who have helped to provide for generations of students and scholars to come. Most importantly, you will be making an invaluable contribution to securing the future of HUC-JIR.

Members of the 1875 Society have endowed faculty chairs and scholarships, expanded the resources of HUC-JIR’s great museums and libraries, helped to sustain innovative programs, created fellowships, and made possible a variety of facilities initiatives. You may choose a particular area of interest to support or allow your gift to fund key priorities determined by the College-Institute’s leadership.

You are eligible for membership in the 1875 Society if you have named HUC-JIR as a beneficiary of your:

• Will or trust
• IRA or another retirement plan
• Life insurance policy
• Life income or other planned gift (charitable gift annuity, pooled income fund, charitable remainder trust, charitable lead trust, or remainder interest in a personal residence)

However you choose to support HUC-JIR, your membership in the 1875 Society will serve as an inspiration to all who share your vision for HUC-JIR’s future.

If your bequest intention or planned gift information is not already included in our records, please contact Melissa Greenberg, Vice President for Institutional Advancement; Chief Philanthropy Officer, at VPIA@huc.edu.