A 75-year-old home will still be here when you're not. A planned gift - a bequest, a CRT, a DAF grant, an IRA QCD - lets you write your values into the home's next seventy-five years.
The simplest path is a bequest - a sentence in your will that names Bayit Lepleitot, our 501(c)(3) EIN, and the amount or percentage of your estate. It costs nothing today; it keeps every option open; and it makes you part of our Founder's Circle the day you let us know.
For donors with appreciated stock, a Charitable Remainder Trust can let you avoid capital gains and draw an annual income for life - with the residual coming to the home. For donors with DAFs at Fidelity, Schwab, or Vanguard, a grant to Bayit Lepleitot Inc (EIN 13-xxxxxx) takes ninety seconds. For donors over 70½, an IRA Qualified Charitable Distribution lets you satisfy your RMD without the income tax hit.
We don't do hard pitches. The legacy team has one conversation with you - usually over the phone, sometimes with your attorney or financial advisor on the line - and we walk you through what your specific situation could look like. No commission. No pressure. Just paperwork done right.
Bayit Lepleitot does not provide legal or tax advice. Please consult your attorney or advisor before making any planned gift. We're happy to coordinate with them.