Planned Giving

Planned Giving is a Win-Win Situation

If you are interested in developing a personalized gift plan and want to discover which gift options are right for you, follow ORT’s Gift Guide.

de Gunzbourg Society: Earn income for life, avoid capital gains tax, receive current income tax deductions, become part of the elite de Gunzbourg Society and best of all, ensure an ORT education for generations yet to come. View our Scroll of Life Eternal to see the names of dearly departed members and friends who during their lifetimes made arrangements to leave a bequest to ORT America. Currently more than 1,100 members of ORT America have included us in their estate plans, thereby ensuring the continuity and expansion of ORT programs for many generations to come.  Please visit our de Gunzbourg Society page to see a list of current members and to learn more about this very special society.

Planned Giving Options: ORT America, Inc. offers several planned giving options that can be tailored to your individual goals:

  • Bequest: Defer your gift until after your lifetime.
  • Gift Annuity: Earn partially tax-free income for life at a return rate of up to 9.5%.

If you are interested in discussing any of ORT America’s Planned Giving opportunities, please contact Senior Director of Planned Giving Hugh Williams at 800.519.2678, ext. 226, or e-mail plannedgiving@ortamerica.org. Not sure which planned giving option is right for you? Click here to follow ORT’s Gift Guide.

This information was prepared as an educational service and is not intended as legal, tax or financial advice. Donors should obtain legal, tax and financial opinions from their own professional advisors.

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What People Are Saying
“ORT is helping unemployed and underemployed people in Michigan receive the tech and computer skills they need to gain employment. This [Rub-a-Dub] program is wildly successful. It’s oversold, it’s helping numerous people from all walks of life. When times get difficult, you want to help out as much as you can right here at home. This event makes that happen.”

Randy Wertheimer,
President of Hunter Pasteur Homes and a Rub-a-Dub co-chair

“Rub‑a‑ Dub is one of the most fun events of the summer. ORT is a powerful organization – it sends a powerful message about the importance of education and training. ORT really does a great job of reaching citizens in our community who can use the help and need the support.”

Steven J. Tapper,
Vice President of ORT Michigan and Rub-a-Dub Co-chair

“ORT and by extension, Rub-a-Dub, have been a part of my family tradition for more than 27 years. My parents committed a large part of their volunteer and philanthropic lives advancing the ORT mission of providing education and training to people across the globe. Rub-a-Dub marries the fun of a summer evening barbecue with fundraising for ORT in Michigan and abroad.”

Brian Hermelin

“ORT has impacted the education of our community and the world for 130 years – and Rub-a-Dub is the biggest fundraiser for ORT locally, started by my late husband as a fluke in our garage. Rub-a-Dub has come to mean something very special to so many – it’s a spirited event that involves so many members of our community of all ages.”

Doreen Hermelin,
Past president of ORT America

“Dan and I are so thrilled that our family is involved with Camp Hermelin and with ORT. The mission and the goals of ORT are values that everyone can get on board with. What better mission is there than to empower people to be self-sufficient?”

Jennifer Gilbert,
Camp Hermelin co‑chair

“[Camp Hermelin] is ORT’s only event for the entire family – for several generations, even. This is a wonderful opportunity to have a conversation with your kids about the importance of giving back. To empower people to succeed is the best goal there is.”

Rachel Zimmerman,
Camp Hermelin co-chair

© ORT America Michigan Region | 6735 Telegraph Road, Suite 375 | Bloomfield Hills, MI 48301
Phone (248) 723-8860 | FAX (248) 723-8861 | michigan@ortamerica.org