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Prepare a will. Only 40%
of those who pass away have one. Without a will, you may lose control over
your belongings.
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Leave a gift in your
will for the Temple and/or non-profit organizations that make a difference in your life.
American are generous - 70% of us give to charity each year. Surprisingly,
less than 6% of persons in American households have included non-profits in
an estate plan. Imagine the positive impact on our community if
everyone made a donation to their favorite nonprofits!
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Leave a specific dollar
amount or a percentage of the assets in your will to the Temple Beth El or
the non-profit organizations of your
choice.
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Consider using
appreciated assets to fund current charitable gifts and planned gifts. These
include, but aren't limited to stocks, bonds, certificates of deposit, real
estate, vehicles, art and jewelry. Such gifts may even provide tax savings.
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Name Temple Beth El or one or more
non-profits as the beneficiary of your pension plan, IRA, or retirement plan.
Doing so may avoid estate and income taxes (up to 70%) that might otherwise
be due on your plan. Be sure to seek the advice of an attorney or accountant
when designating a charity as partial beneficiary of a retirement account.
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Name your Temple or favorite
non-profits as the owner and/or beneficiary of a new or existing life
insurance policy.
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Call your Temple or favorite
non-profits about special funds you can support.
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Remember loved ones with
memorial gifts.
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Encourage family and
friends to leave gifts to the Temple or non-profit organizations in their wills.
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Ask your financial
advisor to include charitable giving as part of counsel to clients.
