Why Legacy? Because together we impact the future! Create a lasting legacy to align your values with the temple’s needs.
Our Legacy Endowment is designed to ensure that Temple Beth Sholom has a strong financial future. With a robust endowment, we’ll be able to avoid substantial increases in membership and service fees while continually meeting the same level of excellence in all that we do.
The endowment generates additional income through conservative investment of its principal. The percentage of the interest that the endowment produces is then used to offset operating budget expenses.
By creating your legacy gift, we can ensure that a safety net is in place to protect and strengthen our beloved Temple Beth Sholom and Innovative School community for many years to come.
Your legacy gift of any size can be customized to fit your lifestyle, family, and financial situation. There are a multitude of options for donating today or for planning ahead, so that your family can be remembered for its visionary support.
Contact: Katy Boyask, Director of Advancement at katy@tbsmb.org or 786.406.1375.
GIVING OPTIONS
Many donations to Temple Beth Sholom are exempt from gift and estate taxes and may even have capital gains and income tax benefits. Please consult your tax advisor.
Ways to give include:
CASH (Payable over 1, 5 or 10 years)
BEQUEST IN YOUR WILL OR TRUST
DONOR-ADVISED FUND (DAF)
IRA OR PENSION PLAN
LIFE INSURANCE
REAL ESTATE
SECURITIES
SPLIT INTEREST GIFTS
TANGIBLE PERSONAL PROPERTY
If you are considering a gift to Temple Beth Sholom, the end of the year is a wonderful time to give. There are many tax benefits for giving to a 501(c)(3) qualified charity, such as Temple Beth Sholom. Here are some benefits you should know about:
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info@tbsmb.org | 305-538-7231
Innovative School: 305-532-4756