Kadima Legacy Society

The Kadima Legacy Society is a select group of donors that have chosen to provide a charitable gift to Kadima in their estate plan. You can designate your gift for a specific purpose or leave your gift unrestricted so we can apply it toward the areas of greatest need.

When you commit to a planned gift, you will become a member of the Kadima Legacy Society. This will allow us to recognize you for your foresight and dedication to supporting people in our community impacted by severe and persistent mental health challenges.

Your Gift Can be Used to Support:

1. Kadima’s Endowment

2. Kadima’s Annual Fund (unrestricted)

3. Your gift can be used for a specific program that is important to you. (Larger gifts)

This includes: Creative Expressions, Integrated Health Care, Client Financial Needs Fund, Lois and Milton Y. Zussman Activity Center and more.

Main Ways to Give

Gifts of Stock and / or Real Estate

Gifts of stock, mutual funds or real estate offer an easy and tax-efficient way to make a long- lasting contribution to Kadima. Your gift will help to support Kadima far into the future, while providing you with an immediate tax benefit and avoidance of capital gains tax on appreciated assets donated.

Your Will

You can make a planned gift by naming Kadima as a beneficiary in your will.

IRA, Life Insurance & Other Beneficiary Designations

You may prefer the increased flexibility that a beneficiary designation provides by donating:

• IRAs and retirement plans

• Life insurance policies (Ask us about our life insurance endowment program)

• Annuities

It takes four simple steps to make this type of gift. Here’s how to name Kadima as a beneficiary:

1) Contact your financial institution, insurance company or retirement plan administrator for a change-of-beneficiary form.

2) Contact Kadima to communicate about your planned giving intentions.

3) Decide what percentage of the asset you would like to donate.

4) Return the completed form to your financial institution, insurance company or plan administrator, and submit a copy to Kadima.

Charitable Gift Annuity

A Charitable Gift Annuity involves a simple contract between you and Kadima. Make a gift to Kadima and you will receive income each year for the rest of your life.

Trusts

You can name Kadima as a beneficiary of a revocable trust or a designated charitable trust. Your attorney or

financial advisor can consult with you on the various types of charitable trusts and assist you in establishing a

trust that is designed specifically for you.

Revocable Trust

Details can be altered or canceled depending on the donor’s objectives. During the life of the donor, income

and principal can be used to donate to Kadima; property transfers to your beneficiaries upon death.

Charitable Lead Trust

You can benefit from a tax deduction when your trust is funded. Income from this trust is donated to Kadima.

After death, the principal remains with your family.

Charitable Remainder Trust

This type of gift offers immediate tax benefits. The donor retains the income provided by the trust for life. At

death, the remainder will go to Kadima. There are various types of charitable trusts. You will want to talk with

your advisor to determine which type is best for you.

Other Ways to Give

Support Kadima through a Donor Advised Fund | Donate artwork or jewelry

For more information regarding the Kadima Legacy Sociey please contact Michelle Malamis, Development Director, at

248-663-4343 or This email address is being protected from spambots. You need JavaScript enabled to view it..

We would like to thank our inaugural Legacy Society Donors for their gift to Kadima.

Anonymous

Janet Aronoff

Jack M. and Davida R. Gale

Louis J. Glazer

Ethel Hyman

Thomas Kukes

Jonathan Modiano

Wilbert Olshansky

Jonathan Polk

Miry and Daniel Serlin

Jody Sloan

Norma Jean Shufro

Anonymous

Recipients are advised that this material is not intended to provide, nor is Kadima qualified to provide, legal, financial, or tax advice, and that any such advice regarding any investment or planning by the recipient must be obtained from the recipients’ attorney, accountant, or tax professional.

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