Legacy and Planned Giving

WHY MAKE A LEGACY GIFT?

Legacy gifts have the power to transform the future of the Hebrew Home and the lives of older adults. Your legacy gifts ensure that all our residents and clients in our community continue to live their best lives with safety, compassion, spirit, and dignity. But, did you know that legacy gifts can transform your future? They allow you to live your legacy while you also leave a legacy. You don’t have to be a millionaire. It’s not complicated. There are many easy ways to leave a legacy gift to the Hebrew Home.

We have an array of gift options to match what you are looking for and to make sure that you and your loved ones are secure. That you and they continue to live forward.

Read on to learn about available gift options. If you would like us to help you talk them through, call Patricia Weiss, 718- 581-1848 or email: patricia.weiss@hebrewhome.org

COMMON TYPES OF LEGACY GIFTS

 

Gifts Made Through a Will

You can make a gift of any amount through your will. Your attorney would include your gift in your estate plan.  This gift resides side by side with your arrangements for your loved ones, and allows you to make a gift without using your assets during your lifetime.

Beneficiary Designations/Retirement Funds

Making a gift through a retirement account, such as IRAs and 401(K) plans is a simple way to make a legacy gift.  You can make a gift by adding Hebrew Home as a beneficiary of a percentage of the fund along with your other named beneficiaries.  You can also make Hebrew Home a beneficiary of other assets you may have, such as life insurance policies, bank accounts or donor advised funds.  These gifts are simple to do without an attorney, and many times the forms are found online.

Other Ways to Give

There are other ways to make a legacy gift to Hebrew Home, such as trusts and annuities, using appreciated assets such as securities or real estate, or making a current distribution from an IRA. A legacy gift is an individualized decision, depending on many factors.  We can help you and your advisors on how to make the best gift for your financial, family and philanthropic needs.

HAVE YOU MADE A LEGACY GIFT? WE WANT TO THANK YOU

 

If you have made a legacy gift to Hebrew Home, please let us know. Individuals who make a planned gift (legacy gift) become part of the Live Forward Legacy Society, a group of like-minded people who want to support the future of Hebrew Home.

Living Forward members receive:

  • Invitations to special events such as the Annual Gala and Live Forward Legacy Society events
  • Listing as a Live Forward member on the Hebrew Home honor roll located in its Annual Report and other Hebrew Home acknowledgment materials
  • Regular communications from the Hebrew Home and our President and CEO
  • A special gift

The Hebrew Home recognizes and honors individuals who inform us of their intentions, as well as respecting the anonymity of donors upon request.

To let us know, you can contact Patricia Weiss, Vice President, Development at 718-581-1848 or patricia.weiss@hebrewhome.org or simply download the form below:

WAYS TO CONTACT US

Pat Weiss

Patricia Weiss, Vice President, Development

All inquiries are confidential.

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PERTINENT INFORMATION

  • Hebrew Home Legal Name, Tax ID Number and Location
  • The Hebrew Home at Riverdale
  • EIN: 13-1739971
  • Location: 5901 Palisade Avenue, Bronx, NY 10471

 

Disclaimer

The information provided is on this website is not provided as legal or tax advice.  The material is general in nature and may not apply to all individuals. Individuals are urged to consult with their own tax and financial advisors concerning the benefits and consequences of making a planned gift.