L'Dor V'Dor Legacy Society
What is Legacy Giving?
Legacy giving describes a variety of giving vehicles including bequests, retirement fund beneficiary designations or charitable remainder trusts that allow you to support Temple Beth Tikvah and other charitable organizations at your death. Depending on the value of your estate and the laws in place in the year of death, a legacy gift6 may reduce your estate taxable assessment for your heirs. Some giving methods are more advantageous than others to achieve your personal financial and philanthropic objectives, so it is of course important to consult your attorney or tax advisor.
If I make a legacy gift, where do my dollars go?
While Legacy gifts may be designated to most named TBT funds or specific programs of the congregation, we encourage our members to designate requests and other legacy gifts to the endowment fund. This will guarantee that your gift continues to support our community in perpetuity, while ensuring the future leadership the funds that are the most flexible for congregational programs well into the future. Unless otherwise designated, all is $5000 or more will automatically be directed to the endowment fund.
Is there a minimum requirement for Legacy giving?
Anyone can make a legacy gift of any size. Our legacy donors range from members who have modest means to the very wealthy, and everyone in between. Every legacy gift is an important expression of love for our community, and when directed to our endowment fund, will grow and support Temple Beth Tikvah in perpetuity.
What is the suggested bequest language?
I bequeath to the Temple Beth Tikvah Endowment Fund, 9955 Coleman Road, Roswell, Georgia 30075, the sum of $______________ [or _____________ %] of my estate [or describe the property].
For a confidential conversation about your giving options, please contact either Andy Zalkin or Ron Swichkow through the synagogue’s office at 770-642-0434.
See our Brochure below for more details
|LegacyBrochure FINAL 6-2015.pdf||975.5 KB|