Just as my ancestors planted for me, I too am planting for my descendants (Talmud Ta’anit 23a)
As part of the Temple family, YOU can help us sustain our future by planting your seeds and leaving your own legacy. There are many ways to fund your legacy gift, including:
Outright Giving
Make a current gift of cash, real estate, stocks, bonds or IRA distributions.
Wills and Bequests
You may create a bequest through your Will or Trust by allocating a specific amount or a percentage of your estate. Alternatively, you may name the Foundation as beneficiary on a life insurance policy, annuity or retirement account.
Charitable Remainder Trust
This type of Trust can provide lifetime income for you and your spouse, and even your heirs, while receiving a current income tax deduction the year the Trust is established. Upon termination of the Trust, the Foundation receives the remainder amount.
Other Options
A financial advisor or estate planning attorney can advise you on the best method for establishing your legacy while fulfilling your own financial needs.
Please contact Temple Israel Executive Director Eric Shatzkin or Foundation leadership to learn more about making a cash gift or legacy pledge, and planting the seeds for Temple Israel’s future! Call (562) 434-0996 ext. 111.