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Legacy Giving


Jewish tradition teaches us that it is our responsibility to make the world a better place for future generations. There are many ways that you might choose to perpetuate Judaism and support the Congregation that has been so pivotal in your life, or your family’s life. We are happy to discuss your interests at any time.

Many donors want to leave a legacy or memory of their life through their posthumous giving and these gifts are often made upon someone’s death, but not always.  Gifts of cash or property may be used to make a legacy gift including those listed below.

  • Naming Congregation Shalom as a beneficiary in your employer’s or personal individual retirement account (IRA), or life insurance account(s).
    • This wonderful tribute can be as simple as talking with your HR department or financial advisor about changing your beneficiary.
    • Selecting Congregation Shalom as one of your beneficiaries, or the sole beneficiary, can also have tax savings because you are donating to a charity.
    • Please check with your tax accountant, attorney, and other financial advisors on benefits that are options for you and your family.
  • Listing Congregation Shalom as a beneficiary or a recipient in your will, trust, or estate documents in whole or as a residual after giving to your heirs is a generous way to show support and meet your wishes.
  • Other common planned giving options include:
    • appreciated security,
    • charitable gift annuity,
    • charitable remainder trust,
    • charitable lead trust.
    • Directing your required minimum distribution (RMD) from your retirement accounts to Shalom.

Please consult your financial advisor, attorney, or tax accountant about which of these options is right for you. Sample bequest language is provided below:

  • Unrestricted Bequest: I hereby give, devise and bequeath to Congregation Shalom,  a 501(c)(3) organization located at 7630 N. Santa Monica Blvd, Fox Point, WI 53217, Federal Tax ID 39-0991742,  for its general use and purpose [dollar amount] or [percent amount of my estate] or all the rest, residue and remainder of my estate]. 
  • Unrestricted Bequest of Personal Property: I hereby give, devise and bequeath [description of personal property] to Congregation Shalom,  a 501(c)(3) organization located at 7630 N. Santa Monica Blvd, Fox Point, WI 53217, Federal Tax ID 39-0991742,  for its general use and purpose. 
  • Unrestricted Bequest of Real Property: I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at [address or description of property] to Congregation Shalom,  a 501(c)(3) organization located at 7630 N. Santa Monica Blvd, Fox Point, WI 53217, Federal Tax ID 39-0991742,  for its general use and purpose. 
  • Unrestricted Bequest for Endowment Fund: I hereby give, devise and bequeath to Congregation Shalom,  a 501(c)(3) organization located at 7630 N. Santa Monica Blvd, Fox Point, WI 53217, Federal Tax ID 39-0991742,  [dollar amount] to establish an endowment fund to be known as the [name of fund], the income from which shall be for its general use and purpose. 
  • Restricted Bequest for Endowment Fund: I hereby give, devise and bequeath to Congregation Shalom,  a 501(c)(3) organization located at 7630 N. Santa Monica Blvd, Fox Point, WI 53217, Federal Tax ID 39-0991742,  [dollar amount] to establish an endowment fund to be known as the [name of fund] (The "Fund"). The Fund shall be used for [describe how the income will be used]. If at any time it becomes impossible or impractical for the Fund established by my gift to be used for the above charitable purpose, Congregation Shalom shall use my gift or the Fund fo a purpose and in a manner that most closely meets the above described charitable purpose. 

To discuss making a generous legacy commitment, please contact Linda Holifield, Executive Director, linda@cong-shalom.org or 414-352-9288 x115. Please click here for a summary of the items to consider in preparation for this discussion. 

Wed, October 27 2021 21 Cheshvan 5782