The Heritage Society

A planned gift is a great way to leave your legacy at Temple Israel and give more than you ever thought possible.

“I made a planned gift to Temple Israel because I want to give back to the place that has given so much to me throughout my life. A planned gift is a great way to support the community now and long after I’m gone.”
-Legacy donor

JOIN OUR HERITAGE SOCIETY

A planned gift ensures that Temple Israel can thrive for generations to come.

A legacy gift symbolizes your commitment to the next generation and to your Temple Israel community. Not only does planned giving allow you to give more than you thought possible, it generates a charitable estate tax deduction. Our Heritage Society automatically includes all of the generous donors who support Temple Israel through their commitment to making a planned gift. Members will receive recognition annually and in perpetuity.  Please let us know if you have included Temple Israel in your will or trust so that we may commemorate your kindness!

There are many ways to leave your legacy through a planned gift, and we can work in partnership with you, your attorney, legal advisor, or financial planner to create a charitable gift plan that feels most meaningful to you and your family. 

Ways to leave your legacy include:
Planned gift through your will or trust | Beneficiary designation of retirement or savings plan | Stock & appreciated assets Life insurance | Real estate | Charitable Lead Trust | Charitable Remainder Trust

Already considered your options and ready to commit? Click here to fill out the Heritage Society Commitment Form, which includes details of and a formal commitment to joining the Heritage Society.

Interested or have questions? We'd love to discuss your objectives and aspirations for leaving a legacy. Fill out the form below to let us know you're interested, and Rabbi Amy will be in touch to discuss the details of your gift.

Thank you for your profound kindness and for considering a planned gift
that will help to sustain your community for generations.