PLANNED GIVING

 


Gifts to Temple Beth-El can be made during your lifetime or in the form of a deferred gift. There are several ways in which planned giving can create an opportunity for you to make a meaningful gift to support Temple Beth-El and achieve your personal financial goals as well.


Bequest
Making a bequest by including Temple Beth-El in your will or estate plan allows you to enjoy your assets during your lifetime, yet also provides a generous gift to the temple. These gifts may result in tax savings to your estate and can be accomplished through a simple codicil to your will prepared by your tax attorney or advisor.


Charitable Remainder Trusts
Charitable Remainder Trusts (CRT) allow you to receive a continuous income for yourself or for your spouse or any other identified person(s) named in the CRT during the negotiated length of the CRT while also helping to insure the continued financial security of the temple.


Charitable Lead Trusts
Charitable Lead Trusts do the reverse – the temple receives the income during the term of the trust and the beneficiaries receive the corpus at the end of the trust.


Gifts of Life Insurance
Temple Beth-El can be named as a beneficiary of all or a part of the proceeds of an existing life insurance policy or you can take out a new policy naming the temple as owner and beneficiary.


Gifts from a Retirement Plan 
Temple Beth-El can be named as a beneficiary of all or part of your retirement plan by your completion of a Change of Beneficiary form. 

If you have already named the temple as a beneficiary in your estate plan, please notify us so that we may thank you and recognize your gift. Donor anonymity, when requested, will be respected.


For more information about planned giving, please call Amanda Greenawalt at 487-0900, ext. 108.

With all planned giving, we recommend that you consult your attorney or investment advisor.