Planned Giving

The 1, 2, 3 of Temple Beth Shalom’s Planned Giving Program

Temple Beth Shalom has started a Legacy Society for members who include TBS in the Estate plans.

What is Legacy Giving?

A legacy gift is any planned gift, made during one’s lifetime or at death as part of a donor’s overall financial and/or estate plan. Legacy giving expresses a donor’s personal values by integrating charitable, family, and financial goals. It is a form of Tzedakah, a generous act that makes a difference in the lives of others, positively impacting future generations who will experience its benefits and know its source.

Why Jews Make Legacy Gifts

• Sustains organizations they care about;
• Provides an opportunity to memorialize themselves or a loved one;
• Expresses appreciation to an organization that serves them or their family;
• Meets a need of the community; and
• Reflects their religious or cultural values.

How to Include Temple Beth Shalom in Your Estate Plans

Step 1. Choose a method of giving.

Although there are many ways to make a planned gift. The simplest are as follows:

• Name Temple Beth Sholom of Anne Arundel County as a recipient of a set dollar amount or a percentage of a will or trust, using one of the forms found on this website.
• Designate Temple Beth Shalom as a partial beneficiary (e.g., X%) of a retirement fund, 401(k) or IRA. Most often, all that is required is to name TBS on the beneficiary designation form when you prepare or modify your retirement account held by a financial services firm. This is something that can easily be accomplished without the assistance of an attorney.

If you wish to specify how your bequest is to be used, please consider one of the broad areas that serve TBS’ core mission — Jewish education, community or worship and spirituality — and let us know, so we can ensure that we honor your wishes. More specific designations to a named fund (e.g. Music, Security) may also be appropriate.

Step 2. Send a completed Statement of Intention to TBS Development or drop it off at the office.

Note. Unlike a pledge, a statement of intention is not a contract. You can change it. Your financial needs may change; economic conditions may change. Your statement of intentions can change too. You are not locked into it.

Step 3. Let us know.

Once you have included TBS in your estate plans, and you would like to inspire and encourage others to make a similar commitment, please let us know if we may (a) add your name to the list of TBS Legacy Society members, and (b) include you on invitations to Legacy Society activities. If you would prefer to remain anonymous, we will keep your intentions strictly confidential.

To see forms click links below:

• Declaration of Intent–long form
• Declaration of Intent–short form
• Sample Bequest Forms for TBS Donors

For more information or to discuss different planned giving options, please send a note to TBS Development, or call a member of the Planned Giving committee: Tom DeKornfeld at 410-562-4489, or Daniel Bornstein at 516-318-8328.