“The time to repair the roof is when the sun is shining.” – John F. Kennedy Jr.

Why Legacy? Because together we impact the future! Create a lasting legacy to match your values with the Temple’s needs.

The Legacy Endowment Campaign is an innovative campaign designed to grow our endowment to ensure that Temple Beth Sholom has a strong financial future. With a robust endowment, we’ll be able to decrease membership and service fees, while continually meeting the same level of excellence in all that we do.

We need to plant seeds now, so that the warmth and positive energy that exemplifies Temple Beth Sholom and the Foundation School that means so much to you, lives on.

Your legacy gift of any size can be customized to fit your lifestyle, family and financial situation. There are a multitude of options for donating today or for planning for the future so that your family can always be remembered for its selfless support.

The endowment generates additional income through conservative investment of its principal. The percentage of the interest that the endowment produces is then used to offset operating budget expenses. The principal is protected and the endowment transforms into an income generating vehicle that will help sustain us for generations to come.

By creating your gift, you can secure vital Jewish programs that you wish to sustain, while ensuring a safety net is in place to protect and strengthen our Jewish community for many years to come.

THERE ARE MANY WAYS TO GIVE

Your legacy gift of any size can be customized and structured to fit your lifestyle, family and financial needs and will all benefit growing our endowment.

  • GIFT OF CASH (Payable over 1, 5 or 10 years)
  • BEQUEST IN YOUR WILL
  • GIFT OF LIFE INSURANCE
  • GIFT OF IRA OR PENSION PLAN
  • GIFT OF REAL ESTATE
  • GIFT OF SECURITIES
  • CHARITABLE GIFT ANNUITY

 

Many donations to Temple Beth Sholom are exempt from gift and estate taxes and may even have capital gains and income tax benefits. Please consult your accountant.