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Leave a Legacy

The Legacy Society at Temple Beth El recognizes those who have included the temple in their estate plans. Including Temple Beth El in your estate planning can be a meaningful way to create a legacy for future generations. There are many different ways to make such gifts, including:

  • Adding a bequest provision to your will or trust
  • Creating a charitable gift annuity
  • Adding Temple Beth El as a beneficiary to your retirement plan, life insurance policy, or donor advised fund residual 
  • Donating a gift of real estate
  • Supporting Temple Beth El and your family with charitable trusts

We look forward to working with you to develop a meaningful personal planned giving program. Because there are important tax issues associated with such gifts, we recommend that you consult with your attorney or tax advisor.
 

Please complete the form below so we may recognize you as a member of the Legacy Society,

or contact Rachel Polhamus at rpolhamus@tbeaptos.org

 

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Sat, July 27 2024 21 Tammuz 5784