Planned Giving
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How to Give

How to Give

Giving to American Friends of Magen David Adom can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate American Friends of Magen David Adom as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • 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.
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  • Beneficiary Designation Gifts
    You can designate American Friends of Magen David Adom as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to American Friends of Magen David Adom in exchange for our promise to pay you fixed payments.
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  • Charitable Remainder Unitrust
    A charitable remainder unitrust (also called a CRUT) provides income to a named beneficiary during the grantor's life and then the remainder of the trust to a charitable cause.
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  • Charitable Remainder Annuity Trust
    Through this arrangement, assets are irrevocably transferred to a trustee, who then makes fixed annual payments to you and/or other beneficiaries.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to American Friends of Magen David Adom for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Bequests
    Bequests

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  • Using a Beneficiary Designation to Make a Gift to Charity
    Using a Beneficiary Designation to Make a Gift to Charity

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  • Fixed Income for Retirement
    Fixed Income for Retirement

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  • Sell Property Tax-free
    Sell Property Tax-free

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  • Capital Gains Tax Bypassed
    Capital Gains Tax Bypassed

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  • Peace of Mind Gift Annuity
    Peace of Mind Gift Annuity

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  • Endowment Gift
    Endowment Gift

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  • The Retirement Unitrust
    The Retirement Unitrust

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  • Turn Property Into Income
    Turn Property Into Income

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  • Flexible Deferred Gift Annuity
    Flexible Deferred Gift Annuity

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  • Make a Partial Gift of Property You Sell and Save on Taxes
    Make a Partial Gift of Property You Sell and Save on Taxes

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  • Gifts of Stock Save Taxes
    Gifts of Stock Save Taxes

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  • Gift of a Bank Account When No Longer Needed (POD)
    Gift of a Bank Account When No Longer Needed (POD)

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  • Transferable on Death (TOD) Gifts
    Transferable on Death (TOD) Gifts

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  • A Bequest to Further Good Work
    A Bequest to Further Good Work

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  • Deferred Gift Annuity
    Deferred Gift Annuity

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  • What Will You Do with Your Unspent Retirement Savings?
    What Will You Do with Your Unspent Retirement Savings?

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  • Gift Annuity for Real Estate
    Gift Annuity for Real Estate

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  • A Bequest to Save Taxes
    A Bequest to Save Taxes

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  • Leading for the Future
    Leading for the Future

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  • Providing for Our Children's Future
    Providing for Our Children's Future

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  • Bequest of Insurance
    Bequest of Insurance

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  • Have Your Cake and Eat it too with a Testamentary Charitable Remainder Unitrust
    Have Your Cake and Eat it too with a Testamentary Charitable Remainder Unitrust

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