10/25/2026
𝗡𝗔’𝗔𝗠𝗔𝗧 𝗨𝗦𝗔 𝗕𝗿𝗶𝗻𝗴𝘀 𝗟𝗲𝗴𝗮𝗰𝘆 𝗚𝗶𝘃𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗛𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝗦𝗮𝗻 𝗗𝗶𝗲𝗴𝗼 https://naamatlegacy.org/
Jan Gurvitch, Immediate Past National President of NA’AMAT USA and Chair of the Pioneer Legacy Society, and Macey Markowitz, Development Manager, represented NA’AMAT USA at the 2026 Practical Planned Giving Conference, presented by Crescendo Interactive, September 28 and 29 in San Diego, California.
“We were happy to bring back fresh ideas and practical tools that will help us grow the Pioneer Legacy Society,” said Jan and Macey. “Every legacy gift is a promise to the women, children, and families NA’AMAT serves in Israel.”
Diane Tuntland, Founder and CEO of Endowment Partners, opened the conference with a session on building a planned giving program that lasts. She emphasized that a lasting program starts with a clear long-term vision, strong governance, and sound gift and investment policies that protect donor intent and ensure every gift makes a lasting impact.
A highlight of the conference was the blended gift, which pairs a gift today with a gift for the future. A donor might make an outright gift, a donor-advised fund grant, or an IRA charitable rollover now, and also name NA’AMAT USA in a will or as an IRA beneficiary. Blended gifts let donors see their impact during their lifetime while ensuring support continues for generations.
Jan and Macey also learned how recent federal tax law changes affect giving. The IRA charitable rollover remains one of the most powerful options: donors age 70½ and older can give up to $111,000 in 2026 directly from a traditional IRA, tax-free, and it can count toward their required minimum distribution. Transfers must be completed by December 31. Donors with a donor-advised fund can recommend grants to NA’AMAT USA or name it as a successor beneficiary of their fund.
Above all, presenters reminded attendees that legacy giving begins with the donor’s heart. As one speaker put it, the donor is the hero of the story.
BEQUESTS: https://naamatlegacy.org/how-to-give/bequest.html?RID=447&SLID=17
Gifts of Life Insurance: https://naamatlegacy.org/what-to-give/gifts-of-life-insurance.html?RID=447&SLID=17
IRA Charitable Rollover: https://naamatlegacy.org/how-to-give/ira-charitable-rollover.html?RID=447&SLID=17
To learn how you can make a legacy gift to NA’AMAT USA, please contact [email protected]. We encourage you to consult your financial or tax advisor about your personal situation.
𝗚𝗶𝘃𝗶𝗻𝗴 𝗧𝗵𝗿𝗼𝘂𝗴𝗵 𝗬𝗼𝘂𝗿 𝗗𝗼𝗻𝗼𝗿-𝗔𝗱𝘃𝗶𝘀𝗲𝗱 𝗙𝘂𝗻𝗱
If you have a donor-advised fund, recommending a grant to NA’AMAT USA takes just a few minutes. Simply log in to your account or call your fund administrator and search for NA’AMAT USA using our Federal Tax ID, 13-5590516. You can also name NA’AMAT USA as a full or partial successor beneficiary of your fund, a simple way to ensure your values continue to support women, children and families in Israel for generations, and a natural path into our Pioneer Legacy Society. If you are considering opening a donor-advised fund, you may want to consider a Jewish community foundation with which NA’AMAT USA has a relationship. To learn more, please contact [email protected].
𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗲𝗿
What Do You Own?
https://naamatlegacy.org/news/personal-planner-article.html?docID=16&RID=447&SLID=17
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara.
𝗦𝗮𝘃𝘃𝘆 𝗟𝗶𝘃𝗶𝗻𝗴
Helping an Older Parent Cope with Loneliness https://naamatlegacy.org/news/savvy-living-article.html?docID=1190&RID=447&SLID=17
My widowed parent has lived alone for the past two years. My parent insist that they are fine but spends most of their time alone and seems withdrawn. What can I do to help, and are there any resources that could support them?
𝗗𝗼𝗻𝗼𝗿 𝗦𝘁𝗼𝗿𝘆
Susan Miller
https://naamatlegacy.org/donor-stories/ds_susan_miller.html?RID=447&SLID=17
As President of NA'AMAT USA, I have always believed that our words must be backed by our actions.
𝗪𝗮𝘀𝗵𝗶𝗻𝗴𝘁𝗼𝗻 𝗡𝗲𝘄𝘀
Protecting Tax Information
https://naamatlegacy.org/news/washington-news-article.html?docID=1413&RID=447&SLID=17
The Internal Revenue Service (IRS) recently reminded taxpayers to take proactive steps now to safeguard their tax information. The IRS highlighted two important tools that can help reduce the risk of tax-related identity theft: securing IRS online account...
𝗙𝗶𝗻𝗮𝗻𝗰𝗲𝘀
3M Releases Earnings Report https://naamatlegacy.org/news/finance-news-article-stocks.html?docID=1419&RID=447&SLID=17
Treasury Yields Vary
https://naamatlegacy.org/news/finance-news-article-bonds.html?docID=1419&RID=447&SLID=17
Mortgage Rates Decreased https://naamatlegacy.org/news/finance-news-article-interest.html?docID=1419&RID=447&SLID=17
Thank you for your interest in planned giving. To access any of our resources, please go to our website. https://naamatlegacy.org/?RID=447&SLID=17
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𝗙𝗥𝗘𝗘 𝗘𝗦𝗧𝗔𝗧𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚 𝗚𝗨𝗜𝗗𝗘
It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
Download Guide https://naamatlegacy.org/estate-planning-guide-download.html?RID=447&SLID=17
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𝗣𝗟𝗔𝗡𝗡𝗘𝗗 𝗚𝗜𝗩𝗜𝗡𝗚 𝗖𝗔𝗟𝗖𝗨𝗟𝗔𝗧𝗢𝗥𝗦
Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.
View Calculators https://naamatlegacy.org/calculate-benefits/index.html?RID=447&SLID=17
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𝗡𝗔'𝗔𝗠𝗔𝗧 𝗨𝗦𝗔, 𝗣.𝗢. 𝗕𝗼𝘅 𝟭𝟬𝟰𝟵𝟮𝟰, 𝗣𝗮𝘀𝗮𝗱𝗲𝗻𝗮, 𝗖𝗔 𝟵𝟭𝟭𝟴𝟵
