Planned Giving


WILLS AND LIVING TRUSTS
When you make a gift in your will or living trust, you create a legacy that helps ensure the future vitality of the Jewish community. Naming Congregation B’nai Israel as a beneficiary of your will or living trust is a convenient way to continue your tradition of lifetime giving. Your gift can make a meaningful impact on the synagogue’s future.

IRA CHARITABLE ROLLOVER
If you are 70 1/2 or older, you can make an annual, tax-free gift from your Individual Retirement
Account (IRA) of up to $100,000 per year to the synagogue. If you are required to withdraw
funds annually from an IRA, making a direct distribution to the synagogue can be an easy, lowcost, smart way to support the important work of Congregation B’nai Israel.  A strong Jewish future isn’t a given- Create a lasting legacy to ensure that it is Planned Giving

LIFE INSURANCE
Life Insurance can be used to fund a charitable gift, enabling you to make a substantial legacy gift for a relatively modest outlay. 

Together we can ensure the future of Congregation B’nai Israel
for our children and our grandchildren


   

 

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