Why do people like making planned gifts?
Planned gifts (most commonly a donation made in your will or trust) cost nothing today and allow you to make an incredible impact, which is why so many people choose to make them.
There are some other exciting but less common gifts — scroll down to learn more!
Popular gifts for the future
See what types of gifts many people choose to make. Many people make these to honor a loved one, to show what’s important in their life.
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will or trust – for free!
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Popular gifts for today
Many people love these donation options because they fit with their personal circumstances and financial goals.
Donor Advised Funds
Easily recommend grants to Sholom Foundation for tax-efficient giving.
Cryptocurrency
Donate Bitcoin, Ethereum, and more to save on taxes and make a big impact.
Stocks and securities
Many people love donating stock or mutual funds because it may help them avoid paying capital gains taxes.
Qualified Charitable Distributions
Use your IRA to make tax-free gifts that benefit you and our mission.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.
Please let us know if you’ve already included us in your estate plans!
Letting us know is incredibly helpful to our team and helps to make sure your gift is used the way you want it to be.
Endowment, Legacy, and Planned Giving
Sholom is a vibrant, life-affirming, and inspirational community. Planned gifts of all types help Sholom residents and their families, across the Twin Cities, can Live Life Fully today and into the future. Members of Sholom’s Heritage Society embody Sholom’s commitment to Care, Compassion, and Community, ensuring our program can care for those who have so dearly cared for us.
Phillip Jaffe’s Story
Phillip Jaffe and his sister, Colette, wanted to find the right community for their mom, Gloria. After considering all of their options, Sholom rose to the top, and Gloria has truly embraced life at Knollwood Place Apartments on Sholom’s Ackerberg Campus.
Read moreFrequently Asked Questions
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
Yes! Knowing in advance about your intentions is quite helpful to our staff, but you are always welcome to not share your gift.
Yes. You are always free to revise or update your estate plans.
We’ve partnered with FreeWill to help you make a will or trust at no cost to you. You can use this to complete your plans, or you may choose to use the same tools to get your affairs in order before visiting an attorney (who is likely to have a fee associated with finalizing your plans).
Yes! FreeWill will never share your personal information without your permission.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Noah Gerding
Title :EVP - Philanthropic and Community Relations
Phone: 952-939-1594
Email: ngerding@sholom.com