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Welcome to Sholom Foundation Online
Thank you for visiting the Sholom Foundation's planned giving web site. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Sholom who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. For more information, please contact us at 952-939-1594 or email us at foundation@sholom.com
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 is to ensure the financial viability of the Sholom Community Alliance for generations to come.
| Personal Planner | Chronic Illness – Care of Your Property
 If you have a chronic illness, you will need to care both for your person and for your property. Part II of this article will explain some of the specific preparations that are important to care for your property. More ... |
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.
 | Deferred Gift Annuity
Several years ago Larry and Ruth invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Bequests
Joe and Anna have been faithful supporters of Sholom Foundation. They believe it is important to support and encourage Sholom Foundation's mission of ensuring the financial viability of the Sholom Community Alliance facilities and programs. More on Bequests >>. |
 | 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 >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
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.
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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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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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