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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.

To discuss making a generous legacy commitment, please contact Linda Holifield, Executive Director, or 414-352-9288 x115.

Mon, August 2 2021 24 Av 5781