With a minimum of $50,000 you can establish an endowment fund, which will benefit the ORT program of your choice. You may wish to create a named endowment fund to honor or memorialize a loved one or to commemorate a special occasion.

Here's how it works. You choose the fund's name and purpose within ORT’s mission. A named endowment fund agreement is then executed between you and ORT America. The agreement outlines the terms, conditions and guidelines of your fund. Your gift will be professionally invested and each year the income generated will be used for your intended purpose.

ORT America has several Planned Giving programs that can be tailored to your individual financial needs. If you are interested in discussing this very important topic, please contact Senior Director of Planned Giving Hugh Williams at 800.519.2678, ext. 226, or e-mail plannedgiving@ortamerica.org.

If you are interested in developing a personalized gift plan and want to discover which gift options are right for you click here and follow ORT’s Gift Guide. 

This information was prepared as an educational service and is not intended as legal, tax or financial advice. Donors should obtain legal, tax and financial opinions from their own professional advisors.

Supporting ORT America

Joining Us | Giving Options | Planned Giving | Corporate Partnerships | Giving Societies

Support ORT Programs Around the World

PLANNED GIVING OPTIONS

Bequest: Defer your gift until after your lifetime. Charitable Remainder Trusts: Two ways to "give away the tree, but keep the fruit." Gift Annuity: Earn partially tax-free income for life at a return rate of up to 9.5%. Deferred Gift Annuity: A gift that pays a higher interest for life. Life Insurance: An affordable way to make a substantial gift. Pooled Income Fund: A way for you to share the wealth. Real Estate: Three ways to give and gain. Retirement Plan Assets: Will your IRA be taxed twice? Named Endowment Fund: Create a lasting tribute.