BIRTHRIGHT ISRAEL
FOUNDATION
Thank you for completing Birthright Israel Foundation’s Declaration of Intent and expressing your desire to help ensure the long-term continuity of the Birthright Israel program! The next step is to ensure that you modify your will/trust to put your expressed intent into practice. Please review the below recommendations as you make these changes: 1. Locate your original signed will or trust. a. You may have a copy at home or your lawyer may have the original. 2. Read through it carefully. Be certain you understand all the provisions. 3. Identify the changes you would like to make to accurately express your intent to support Birthright Israel. Here are some questions to ask yourself: a. Is Birthright Israel Foundation already listed as a beneficiary? b. What sort of distribution are you intending for Birthright Israel Foundation? i. Some examples include valuable tangible property (such as art), real estate, a fixed cash amount, or an amount stated as a percentage of the residuary of your estate. c. Will your support to Birthright Israel Foundation be unrestricted or will it be targeted to a specific aspect of the Birthright Israel program? i. To the extent you’d like to “target” or “restrict” your gift by attaching it to a specific program, please make sure that you coordinate this with Birthright Israel Foundation directly to ensure that it is possible to support the program you have in-mind. d. Will your support be a one-time gift upon your death, or do you intend for your gift to create an endowment that will support Birthright Israel in perpetuity? i. Please coordinate endowment gifts directly with Birthright Israel Foundation before adding them to your will to ensure that you understand what you will be able to support through your endowment. e. If creating an endowment, do you want your endowment to be a part of the general Birthright Israel endowment, or do you intend for your endowment to create a named endowment in honor of a specific individual or family?