Planned Giving

The Legacy Society: Gifts for Future Generations

Preserving Your Legacy - Sustaining Our Future

BEQUESTS | BENEFICIARY DESIGNATION | WORDING FOR A BEQUEST & OTHER RESOURCES |
THE LEGACY SOCIETY


A GIFT FROM YOUR ESTATE

I did not find this world desolate when I entered it.

My ancestors planted for me before I was born.

So do I choose to plant for those who will come after me.

Babylonian Talmud, Ta'anit 23a

 

Thank you for considering a planned gift to Congregation Rodeph Shalom (RS).

The Legacy Society* is an honorary society recognizing individuals who have informed RS they have included the synagogue in their estate plans through a will, trust, life-income gift, or other planned gift.  Planned gifts ensure the continuity and strength of our community and Congregation.

Concerns about your own and your family’s financial security may make it difficult to make an outright gift now. A planned gift to Congregation Rodeph Shalom can offer significant tax advantages – as you help advance the synagogue’s vision and mission.

No minimum amount is required.  All planned gift donors are recognized as members of The Legacy Society.

* Before June 2018, The Legacy Society is the successor program to The Rabbi Wice Society. Anyone who joined the Rabbi Wice Society will be considered part of both societies.

BEQUESTS

A gift in your will or revocable living trust.

One sentence in your will or revocable living trust can ensure a vibrant future for generations of congregants.  With a bequest you can keep your assets now should you need them in retirement.
[Read More]

BENEFICIARY DESIGNATIONS

A gift from a retirement plan, life insurance policy, or commercial annuity.

Use a simple beneficiary designation form to make a future gift using these assets. [Read more]

WORDING FOR A BEQUEST AND OTHER RESOURCES

For Congregants and Advisors

We are pleased to offer suggested wording for gifts to the Congregation in a will or revocable living trust.  Please see other information that may be useful when making an estate gift. [Read more]

THE LEGACY SOCIETY

Gifts for Future Generations

The Legacy Society honors those congregants and friends who have chosen to ensure the future of the Congregation with a gift from their estate.  [Read more]

Meet The Legacy Society members
Read why The Legacy Society members have chosen to make a commitment to future generations of RS congregants. [Read More]

 

 

This information is not intended as legal, tax, or financial advice. When considering a gift of this nature, always consult your professional advisors.