Leave a Legacy with Temple Beth El
Including Temple Beth El in your estate planning is a
promise to future generations that our synagogue will
remain a vibrant center for worship, learning, and
community.
By pledging this meaningful gift, you will be welcomed
as an honored member of Temple Beth El's Legacy Society.
The Legacy Society at Temple Beth El recognizes those
who have included the temple in their estate plans.
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There are many different ways to commit your legacy at Temple Beth El:
- Adding a bequest provision to your will or trust naming Temple Beth El as a recipient of a set percentage or dollar amount of your estate
- Creating a charitable gift annuity
- Adding Temple Beth El as a beneficiary to your retirement fund, life insurance policy, individual retirement account, or donor advised fund residual
- Making a bequest of real estate, a work of art, or other valuable personal property
- Supporting Temple Beth El and your family with charitable trusts
We look forward to working with you to develop a meaningful personal planned giving program. Because there are important tax issues associated with such gifts, we recommend that you consult with your attorney or tax advisor.
Please complete the form below so we may recognize you as a member of the Legacy Society,
or contact Rachel Polhamus at rpolhamus@tbeaptos.org
Tax ID 94-6139655
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Wed, November 20 2024 19 Cheshvan 5785