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Sholom Foundation is the planned giving and endowment fundraising arm of the Sholom Community Alliance of facilities, services, and programs for Jewish elderly in the Upper Midwest. Its sole mission to ensure the financial viability of the Sholom Community Alliance for generations to come.

Welcome to Sholom Foundation Online
Get the latest from Washington, Financial news, the Savvy Senior column, gift stories and timely articles about issues that impact our lives.

Giving to Sholom Foundation has never been easier!
To make an immediate gift, click Donate Now. Or, call us at 952-939-1594 for a confidential discussion.

Planned Giving
Support Sholom Foundation AND receive multiple financial and tax benefits for you and your loved ones. READ ON . . .

  • Donor Stories about giving that can assist you in determining ways in which you may give to Sholom Foundation while benefiting yourself as well.
  • Life Income Plans create helpful personal illustrations that will show you how to benefit yourself as well as Sholom Foundation, a winning combination

  • Create Your Plan allows you to create a personal illustration indicating the income and tax benefits of a wide variety of planned gifts.

  • A Will Information Kit can assist you in gathering the information your estate professional will need to prepare a will and other related documents.
     
  • Circle of Life, Sholom Foundation's quarterly newsletter, is filled with news of what's happening at Sholom, donations made since the last issue, and valuable information on ways to plan a gift that will benefit both Sholom Foundation and you.

    Sign up for our free weekly eNewsletter that contains all of the above as well as many gift planning ideas and more. Click here.




Benefits for Family and Sholom Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


Tax-Free Sale
Gene and Carol were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.


Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.


Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.



Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact foundation@sholom.com.

If you are a professional advisor, you may take the following steps on this site.







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