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Donor Stories

We thank all our planned gift donors for their generous support.

Tracey and Gabe G.

"For us, life insurance is the best way to make a lasting commitment to ADL. It is a relatively inexpensive way to make a significant contribution, ensuring the important work of ADL continues far into the future," says Tracey.

Tracey and Gabe chose to support the Centennial Campaign because, "we all need to do our part to make sure that ADL has the financial support it needs to continue its work for years to come."

"There is no other organization like ADL and that's why this work is so important. We are both so proud to be part of an organization that is so progressive and not afraid to speak out."

Art and Sandy R.

Art and Sandy established a Charitable Remainder Trust (CRT) in support of the Anti-Defamation League Foundation (ADLF). "We chose this particular type of gift because a trust is a win-win," Art says.

"ADLF gets the money in a trust now and we receive annual payments from the trust for the rest of our lives to fund our retirement. It helps ADL continue its important work while being financially advantageous to us. When the trust terminates, the remainder will pass to ADL Foundation."

Art and Sandy are proud to be leadership donors as part of ADL's Centennial Campaign. "We must ensure that ADL has the financial base to move forward into the future so it can engage with the world in the next century."



Ben and Hollis S.

As ADL commemorates its first 100 years in 2013, Ben and Hollis (Holli) decided to support the Centennial Campaign with a significant bequest intent in their wills that names the Anti-Defamation League Foundation as a beneficiary. "A bequest is a popular and easily administered way to give," Ben says. "Looking back over the last few years, particularly with the financial crisis of 2008, we know how important it is for ADL to be financially secure and plan for the unexpected. ADL's work would have been severely disrupted if it weren't for the ADL Foundation and the generous support it's received over the years."

In addition to their charitable support of the Centennial Campaign, Ben and Holli also feel strongly about contributing to ADL's annual campaign every year. "Supporting the annual campaign helps ADL to address some of the most urgent and immediate needs," Holli says. "Sadly, we live in unsettling times, and hate and discrimination are still a part of daily life."



Stanley K.

As the first donor to ADL's Centennial Campaign, Stanley K. decided to establish an endowment gift of $1 million to help ADL Imagine a World Without HateTM. A resident of Florida, originally from New York and New Jersey, he says, "I congratulate ADL on the past 100 years of success ó and I want to ensure even greater success for ADL at the start of its second century."

"I decided that a $1 million gift to ADL to commemorate the 100-year Centennial would be a personally meaningful gift that comes from both my heart and my finances. I chose an endowment gift because I was thrilled that it will generate 5 percent of the $1 million, or $50,000, to ADL every year, forever!"



Jonah N. and Claire H.

Jonah made a contribution to the Anti-Defamation League Foundation (ADLF) with a gift of life insurance. "Young adults like me can leverage their youth to fund a very large gift at a relatively small price," Jonah says.

With a dedication to philanthropy, both Jonah and his fiancťe, Claire, credit their respective families as having influenced their focus on community involvement. "We want to set a good example for others on how to give back, just as our families have done for us," Claire says.

Over the last 14 years, Jonah has served on several ADL committees in addition to the New York Regional Board and is a member of ADLís National Commission.

"The work of ADL touches so many lives and it is our responsibility to make sure that this important work continues into the future."



Marty and Aviva B.

With many flexible ways to support the Anti-Defamation League Foundation, Marty and his wife Aviva of Connecticut decided to make their gift in the form of a bequest intent and gift of cash. "We have to remember how important it is to strengthen ADLís ability to continue fighting anti-Semitism and hate. Thatís why we made a legacy gift to support the ADL Foundation," Marty says.

Marty has been an active ADL leader since the mid-1980s. He is a member of ADLís National Advisory Committee, a Trustee of the ADL Foundation, and is now the Co-Chair of the ADL Centennial Committee.

Regarding ADLís upcoming Centennial in 2013 Marty says, "it is a rare and special occasion for ADL to have existed for 100 yearsÖone that we should view as a blessing and that we should cherish and utilize as a catalyst to move this important organization forward into the future."



Rhoda D.

"There are lots of ways to give but for me a Charitable Gift Annuity (CGA) is ideal," she says. "My gift helps ADL and at the same time I can count on my CGA payments to help me live my retirement years in Florida." Rhoda found ADLF's annuity rates to be very attractive and made four more CGA gifts to ADL Foundation.

"The work of ADL is so important to me," she says. "By supporting ADL Foundation I know I am helping make the future safe for my grandchildren and great-grandchildren."



Cindy and Steve L.

We chose to give a cash endowment gift but there are many other ways to create a legacy of hope to support the ADL Foundation. For example, creating a bequest intent in your will or trust won't affect your cash flow today. We decided to create a legacy of hope because we want to be sure ADL is here today and in the future."

"The most important thing is to give in whatever capacity you can, in the way that is best for you and your family."



Ruth and George M.

"We are committed to doing whatever we can to make the world a safer place for our children, grandchildren and communities," say George and Ruth. To show their dedication to the ADL's mission of fighting anti-Semitism and hate they chose to name the Anti-Defamation League Foundation (ADLF) as a beneficiary in their estate plans.

"Most of us tend to think in terms of 'the here and now' but creating a legacy gift is an opportunity to perpetuate your values and beliefs for generations to come," says George. "Our bequest will help ensure that the vital work of ADL will continue well into the future."



Cynthia B.

Cynthia B. set up an endowment fund to honor her late husband Edward. Ed was a senior partner at a law firm and one of the founding members of one of ADLís Regional Lawyersí Division. To memorialize Edís prominence in the legal community, Cynthia made a gift to name the ADL Legal Conference in his memory. The Conference, held annually, is highly regarded.

"Ed believed passionately, as I do, in ADLís mission to support civil rights and fight hatred," Cynthia explains.

Cynthia made a personal choice to set up the endowment with retirement assets so that her husbandís name and ADLís work would continue in perpetuity. This is just one of the many ways to make a gift to the ADL Foundationís Legacy Campaign.



Eric and Linda H.

"We feel that our gift will help ADL protect the safety and security of the world. We hope others will be inspired by what weíve done and consider a legacy gift, too."

California Bay area ADL supporters Eric and Linda H. recently made a generous $1 million lifetime cash pledge to the Legacy Endowment Campaign - Funding for the Future (LEC-FFF).

"We were very upset by the visible increase in anti-Semitic demonstrations nearby at Berkeley and other places, and we are comforted to know that ADL is here to combat anti-Semitism wherever it occurs," Linda says. Most recently they were motivated to make their special gift while participating on an ADL mission to Israel. "We knew we eventually wanted to make a substantial gift to the Campaign and while in Jerusalem we asked ourselves, 'If not now, then when?í" Linda explains.



Erika and Shellie H.

"Establishing a charitable remainder trust has enabled us to make secure financial plans for the future while creating a legacy through our support of ADL."

Shellie Hearst built a successful business and when it came time to sell it, Shellie had three objectives. 1) To receive sufficient and constant income for the rest of his and Erikaís lives. 2) To maximize the after-tax income from the sale of his business. 3) To contribute substantially and significantly to causes that Shellie is passionate about. Setting up a charitable remainder trust met all three objectives.

Through the establishment of the charitable remainder trust, Shellie and his wife receive an annual income, which he specified to be 7% of principal of the trust. When they are deceased, the remainder of the trust will go to ADL and the other trust beneficiaries.



Helga and Mel L.

"Choosing a Second to Die life insurance policy was an easy, cost-effective way for us to make a significant contribution to ADL Foundation."

Mel L., a Certified Public Accountant and a fee-only Financial and Estate Planner, does not consider the mechanics of a Second to Die life insurance policy to be complicated. "Any competent insurance broker can help write an appropriate policy in which ADLF would be the owner and beneficiary."

Annually, ADLF would notify the insured that a premium was due and the couple would write a check payable to ADLF. In so doing, the couple would receive a full charitable deduction for the "annual" contribution. On the death of the surviving spouse, ADLF receives the full insurance proceeds and since the insurance policy bypasses the estate, it may be assumed that the estate is not impacted in a negative way.



Dr Allen K.

Dr. Allen K has made multiple gifts to ADL over the past few years, including two charitable gift annuities. The reason Allen chose a charitable gift annuity as a way to give is because "itís beneficial to have some money coming in now that Iím up in years. Itís an added advantage that I took money from the stock market to give a gift to ADL. Iím getting an almost 10 percent return while my stocks dropped 50-60 percent"

"ADL is a proactive organization that I hope will diminish hostility and anti-Semitism, replacing it with respect and understanding. The gifts that I give to them can be used for this purpose. I canít do that, but they can."



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.