Do you want to make a long-term impact? Your planned giving can help sustain us.
You can include Chevrei Tzedek in your estate plans, in alignment with your wishes for us to continue to serve as the informal, participatory, welcoming, and egalitarian shul that we are. Doing so will provide major and stable financial help over the years, and it will make a significant difference in our future staffing and programming.
There are various ways to do this, and some of the simplest are:
There are more complex trust & estate vehicles to provide part of your wealth to non-profit organizations. It is best to consult an attorney to discuss what is most suitable for your situation and preferences. Contact our member Alan Reisberg for more general information and possible references.
You can include Chevrei Tzedek in your estate plans, in alignment with your wishes for us to continue to serve as the informal, participatory, welcoming, and egalitarian shul that we are. Doing so will provide major and stable financial help over the years, and it will make a significant difference in our future staffing and programming.
There are various ways to do this, and some of the simplest are:
- Name Chevrei Tzedek as one of the main or contingent beneficiaries in your employee life insurance policy.
- If you have an old paid-up life insurance policy that would have limited benefit for your heirs but may feel like the "right" amount to leave to a non-profit, you can name Chevrei Tzedek as the beneficiary.
- Update your IRA, 401(k), or 403(b) Retirement Account beneficiary forms and designate Chevrei Tzedek as a beneficiary (percentage or dollar amount).
- In your will, you can designate Chevrei Tzedek to receive a percentage or a fixed dollar amount of your estate.
- If your will identifies assets and property to be allocated to specific designated beneficiaries, it could state that anything remaining in the estate after this distribution will be given to Chevrei Tzedek Congregation.
There are more complex trust & estate vehicles to provide part of your wealth to non-profit organizations. It is best to consult an attorney to discuss what is most suitable for your situation and preferences. Contact our member Alan Reisberg for more general information and possible references.
