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

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Defer your charitable gift until after your lifetime.

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Preserve ability to make modifications to your gift.

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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.

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Dollars pass to charity 

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Name one or more of our community partners as beneficiaries of your retirement account.

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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.

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Appreciated Securities

Make a gift to your community now.

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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.

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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

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How to remember TBS Foundation in your will

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Leaving a gift for the TBS Foundation in
your will is as easy as this sentence:

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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.

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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.)

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The Foundation also accepts gifts of stock.

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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.

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See the TBS Foundation Forms page for downloading relevant forms to communicate your plans to the foundation.

© 2020  Temple Beth Shalom
web design & management:  marcia reifman

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