The Congregation of TBS explores and experiences the wholeness of Judaism.
Together we strive to be a welcoming, vibrant, multigenerational community.
205 East Barcelona Road
Santa Fe, NM 87505
505.982.1376
WAYS TO GIVE
Rabbi Abraham Joshua Heschel wrote: "In this hour we, the living, are the people of Israel. The tasks begun by our ancestors and prophets and continued by their descendants are now entrusted to us. We are either the last Jews or those who will hand over the entire past to generations to come. We will either forfeit or enrich the legacy of ages." That's why we support the TBS Foundation.
—David Miller and Sherry Thompson
The Foundation gratefully accepts gifts of any size towards its goal of building the endowment to $3 million.
WAYS TO ASSURE JEWISH TOMORROWS
Your Endowment Gift
Your Goal
How it Works
Will or Living Trust
Defer your charitable gift until after your lifetime.
Preserve ability to make modifications to your gift.
Name one or more of our community partners in your will or living trust, designating a specific amount of share (%) of your estate.
IRA or Retirement Plan
Beneficiary Designation
Defer your charitable gift until after your lifetime. Preserve ability to make modificaitons to your gift.
Dollars pass to charity
Name one or more of our community partners as beneficiaries of your retirement account.
Complete a Change of Beneficiary form.
Life Insurance
Make a future gift of a specific amount with reduced current cash outlay to support a large after-lifetime gift.
Purchase a new policy (or transfer an existing policy you no longer need) and name one or more of our community partners as owner and/or beneficiary.
Appreciated Securities
Make a gift to your community now.
Avoid capital gains tax.
Use appreciated stock, bonds or mutual funds which have been held for more than one year to make the gift.
Required Minimum Distribution (RMD) from IRA or Retirement Plan
Make a gift to your community now.
Avoid capital gains tax.Dollars pass to charity income-tax free
Direct the plan administrator to make a distribution (totalling up to $1000,000) to one or more of our community partners from your RMD
Cash
Make a gift to your community now.
Make a gift via cash, check or credit card.
For more information on any of contact Foundation President Dan Yohalem
How to remember TBS Foundation in your will
Leaving a gift for the TBS Foundation in
your will is as easy as this sentence:
I give to the Temple Beth Shalom Foundation, a nonprofit charitable and religious corporation located in Santa Fe, New Mexico, _________________ (insert a dollar amount, percentage [%] of estate, or a description of the property to bequeath) for its general purposes.
You can also add a codicil to a completed will to include the TBS Foundation. (Doing this requires a notary to certify the signatures of two witnesses. Contact your attorney for details.)
The Foundation also accepts gifts of stock.
The Foundation can direct you to advisors with expertise in more complex planned gifts. For more information, contact Foundation President Dan Yohalem at 505-983-9433, Ralph Scheuer at 505-982-9911, or Aaron Wolf at 505-988-4476.
See the TBS Foundation Forms page for downloading relevant forms to communicate your plans to the foundation.