As we plan for the future of our synagogue, we invite you to become a member of Congregation Shalom’s Legacy Society. Through the Legacy Society, we ensure that our children’s children will have the same love for, and commitment to, Reform Judaism as our ancestors did. We know that the generosity of those who assist us today will help to secure our tomorrow.
By remembering Congregation Shalom in your estate plan, you can extend the support you have provided to our synagogue during your lifetime and guarantee that your influence will impact the future.
Planned Giving provides the opportunity to create a legacy that has lasting impact, without the loss of needed income during your lifetime. It offers you the satisfaction of knowing you have made a difference in the lives of others.
There are many ways that your philanthropic giving can blend with your own financial needs and tax planning. While concerns about your own and your family’s financial security may make it difficult to make a gift right now, a Planned Gift to Congregation Shalom can fulfill your desire to make a meaningful gift, satisfy your financial concerns, and offer you significant tax advantages.
Please consider naming Congregation Shalom as a beneficiary or recipient of any of the following:
|Appreciated Securities||Revocable Trust|
|Life Insurance Policy||Keogh, IRA or other qualified retirement plan|
|Will||Charitable Remainder Trust|
|Stock Gifts||Valuable Judaic Art|
Click here to complete the Legacy Giving Survey.