Legacy for Our Future
With a gift through your will or estate plan, or an outright endowment, you can help strengthen our congregation and leave a legacy for Congregation Beth Israel. Our Legacy for Our Future program will allow us to grow our membership and enhance our ability to meet the higher costs of operations.
There are so many ways to help. Life insurance policies, partial donations of IRAs, appreciated stock, charitable gift annuities and remainder trusts, are a few of the vehicles we can suggest for your consideration. We have very knowledgeable people on the Beth Israel Legacy Committee and they will be glad to assist you and your family.
CBI Legacy Members
Anonymous I
Marc Abrahms
Meg and Michael Aronow
Helene and Norman Alisberg*
Lauren and Ross Benthien
Lisa and Robert Berman
Barbara and Jack Blechner
Lenore Blank
Cynthia Callis and Len Persky
Libbian and Jerry Cohen
Marge Cohen
Beatrice and Sidney Cramer*
Renee and Nathan* Dubin
Beth Dworkin
Lisa and David Ellovich
Clare and Barry Feldman
Susan and Stanley Fellman
Carol Fine
Debra and Bruce Fischman
Muriel and Karl Fleischmann
Dianne and James P. Friedman
Victoria and Stephen Fuchs
Rona and Barry Gelber
Sandra Gersten
Janice and Norton* Glass
Bette Glickman
Rosalind Gold and Louis H.* Gold
Harry Goldfarb*
Norma and John Green
Joan and Gary Greenberg
Eunice Hausman*
April Haskell and Jerry Passman
Barbara and Michael Honor
Rose Horowitz* and Anna Lublin*
Sunny and Jeffrey Kagan
Phyllis Kornfeld
Martin Koppell
Nancy and Robert* Kramer
Kay Krichavsky
Heidi and Scott Lewis
Elaine Title Lowengard
Jennifer and Todd Mailly
Selma Mandell
Gail and David Mangs
Frances and Jacob Mashkin*
Lauri and David Miller
Barbara and Robert* Mindell
Susan and Scott Myers
Frances and Nathan* Novar
Libby and Bennett Pearl
Viola Philips*
Sue and Scott Piccone
Patricia and Howard Pierce
Randi and Michael Pincus
Laura Rapport*
Sharon and Alan Reisner
Barbara Ricketts
Lea and Richard Rubenstein
Gail and Stephen* Sack
Daniel Schaefer
Judy and Gerry Selzer
Elaine Pearl Shapiro
Carrie and Steven Shaw
Pamela and Jerry Siskin
Ruth Solomkin
Edith Steinhauser*
Danielle and Mathew Stordy
Roberta Tansman
Ruth Tupper
Cythnia and David Ward
Frances and Milton Weinstein*
Genevieve and Joseph Weinstein*
Ben Wenograd
Marlene Wenograd
Mara Whitman and Marc Edrich
Ruth and Ronald Van Winkle
Marjorie and Jeffrey Winnick
Gwen and Chester Zaslow
Jane Zande and Jeffrey Smith
(courtesy of the Jewish Community Foundation)
FAQs
Your legacy gift of any size is appreciated.What are some ways I can make a bequest to Congregation Beth Israel?
A bequest can be a specific dollar amount, a percentage of your estate, or the remainder of your estate (or a portion thereof) after you have provided for your family and other loved ones.What are the ways to leave a Legacy?
- Bequest in your will or trust
- Outright Endowment Fund
- Life Insurance
- Charitable Gift Annuity
- Charitable Remainder or Lead Trust
What types of assets can I use to fund my Legacy?
- Cash
- Securities
- Real Estate
- Life insurance
- 401(k) plan accounts
- IRAs
- Annuities
- Personal property
May I remain anonymous?
Congregation Beth Israel respects your privacy and will allow you to choose how you will be recognized.
Can I contribute to an endowment today?
Yes. You can contribute cash or appreciated securities during your lifetime to fund an endowment that generates income that will support the Temple today. You can establish a named fund for the Temple or add to an existing one.
What is the difference between a bequest and an endowment?
A bequest is a legacy gift, distributed from an estate upon one’s death. An endowment is a permanent fund that is held in perpetuity, distributing a specified percentage annually for the designated purpose. An endowment can be established by a bequest or during the donor’s life.
When should I start to think about Leaving a Legacy?
The answer is different for each individual. Some people make their wills when they have a first child, or during another lifecycle event. The time is always right to think about how you wish to be remembered.
Who can I contact for more information?
Please call 860-233-8215 x260.