Make a permanent impact on the future of Beth Israel
“As my ancestors planted before me, so shall I plant for the future.” Talmud
Your planned gift to Beth Israel is one of the most important and fulfilling ways to impact the well-being of our congregation. Through a planned gift, your generosity can extend beyond your lifetime and will ensure that our synagogue will be here for generations to come. Estate gifts build Beth Israel’s endowment, funds intended to provide a source of income in perpetuity. A portion of the interest generated from endowment investments supports temple operations and vital programs. A planned gift today prepares us to meet the challenges of tomorrow.
Dor L’Dor Society
The Dor l’Dor Society recognizes families who make a long-term commitment to Beth Israel through planned giving. Your visionary gift creates a legacy that benefits countless Beth Israel families and our community. If you have not yet notified us of your planned gift, we encourage you to contact us so that we can show our appreciation, acknowledge your intentions and welcome you to the Dor l’Dor Society.
Ways to Give
There are many ways to make a permanent impact on our future. Your gift may result in financial benefits for you and your family. Benefits may include income payments for life, income and estate tax deductions, or avoidance of capital gains taxes. These options maintain your financial security while helping to ensure that our wonderful synagogue will be here for generations to come.
Wills and Bequests
By naming Beth Israel in your will or trust you can leave a legacy without giving up current assets.
Income Plan
Through the use of a charitable remainder trust, charitable gift annuity or pooled income fund, you may make a gift and receive life income for yourself and your spouse or other beneficiary.
Gift of Life Insurance
When a donor irrevocably assigns a life insurance policy to Beth Israel (as sole beneficiary and owner of the policy), the result will be an income tax deduction in an amount roughly equal to the cash value at the time of the gift.
Gift of Retirement Benefits
You may name Beth Israel as a beneficiary of a company pension or profit sharing plan, or of a private fund such as a 401(k) or an IRA.
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