PLANNED GIVING
Giving to our cause can be done either directly, or through a gift model that can provide tax benefits and even income.
For more information about legacy gifts or to learn about participation in either the The 1923 Society, Hillel International's celebration of individuals who make a legacy commitment to our mission, or The 1870 Society, Syracuse University's membership for those who elect to include the University in their estate plans or by making a planned gift, please contact Jillian Juni.
Bequests
You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends, or Syracuse Hillel as part of your estate plan, or you can make a bequest using a beneficiary designation form. A bequest can be made in several ways: - Percentage bequest - make a gift of a percentage of your estate - Specific bequest - make a gift of a specific dollar amount or a specific asset - Residual bequest - make a gift from the balance or residue of your estate Benefits of a bequest: - Receive an estate tax charitable deduction - Reduce the burden of taxes on your family - Leave a lasting legacy to charity
IRA Rollover
Congress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years. Charitably minded taxpayers aged 70.5 and older have the opportunity to transfer up to $111,000 each year (as of 2026) to charity without it being treated as a taxable distribution. Benefits of an IRA charitable rollover: - Avoid taxes on transfers of up to the IRS annual limit from your IRA to our organization - May satisfy your required minimum distribution (RMD) for the year - Reduce your taxable income, even if you do not itemize deductions - Make a gift that is not subject to the deduction limits on charitable gifts - Help further the work and mission of our organization How an IRA charitable rollover gift works: 1. Contact your IRA plan administrator to make a gift from your IRA to us. 2. Your IRA funds will be directly transferred to our organization to help continue our important work. 3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction. 4. Please contact us if you wish for your gift to be used for a specific purpose.
Beneficiary Designation Gifts
A beneficiary designation gift is a simple way to make a gift to support Syracuse Hillel by designating us as a beneficiary of your retirement, investment or bank account or your life insurance policy. Benefits of a beneficiary designation gift: - Support the causes that you care about - Continue to use your account as long as you need to - Simplify your planning and avoid expensive legal fees - Reduce the burden of taxes on your family - Receive an estate tax charitable deduction How a beneficiary designation gift works: 1. To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent. 2. Ask them to send you a new beneficiary designation form. 3. Complete the form, sign it and mail it back to your broker, banker or agent. 4. When you pass away, your account or insurance policy will be paid or transferred to Syracuse Hillel, consistent with the beneficiary designation. Important considerations for your future: If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.
Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life. Benefits of a charitable gift annuity: - Receive fixed payments to you or another annuitant you designate for life - Receive a charitable income tax deduction for the charitable gift portion of the annuity - Benefit from payments that may be partially tax-free - Further the charitable work of Syracuse Hillel with your gift How a charitable gift annuity works: 1. A charitable gift annuity is a way to make a gift to support Syracuse Hillel. 2. You transfer cash or property to Syracuse Hillel via our partners at Hillel International. 3. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free. 4. You will receive a charitable income tax deduction for the gift portion of the annuity. 5. You also receive satisfaction, knowing that you will be helping further our mission. 6. If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.