Anti-Defamation League

Facebook

Twitter



ADL en español

Google+

LinkedIn

Share28

Pinterest

Follow ADL's boards

Click to pin: 

ADL on YouTube

Subscribe to ADL on YouTube.

Video on ADLTV

Watch at adl.org/ADLTV.

Read our Blog

Keep up-to-date with the Access ADL Blog and get new post by e-mail.

Tune in

Listen and subscribe to the ADL Podcasts on iTunes, or visit the website: podcast.adl.org.

Stay connected

Subscribe to ADL Newsletters.

Testamentary Life-Income Gifts

Gift of Appreciated Securities Diagram

How It Works

  • You write a will or revocable trust directing a bequest to ADLF.
  • You provide that the bequest first create a life-income gift benefiting your designated recipients.
  • After their income interest terminates, the remaining balance in the gift passes to Anti-Defamation League Foundation to be applied to the purposes you specify.

Benefits

  • One estate asset can benefit both ADLF and your heirs or other desired beneficiaries.
  • Your estate will be eligible to claim a charitable deduction for a portion of the amount of your bequest.
  • You can modify your bequest if your circumstances change.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers

What happens if my named life income beneficiary dies before I do?

How large will my estate’s charitable deduction be?

How many life income beneficiaries can I name?

May I designate the purposes for which the gift remainder is used at ADLF?



Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.