Planned Giving
A Legacy for Family & Community
Through planned gifts such as bequests, life insurance policies, gift annuities and charitable trusts, congregants can help perpetuate all that Rodeph Sholom stands for. Often you can reduce state taxes and make a larger gift than you might have thought possible, while also benefiting yourself and your family. The Ner Tamid Society acknowledges and honors those who have made charitable provisions in their estates to benefit Rodeph Sholom.
If you have included Rodeph Sholom in your estate plans or would like more information on options, contact our Development Office at 646-454-3050
By including Rodeph Sholom in your financial and estate plans, you may increase your current income and provide future support for areas of the congregation or school that are important to you. Often you can make a larger gift than you might have thought possible, while also benefiting yourself and your family. Planned gifts may be eligible to immediate tax deductions as well as reduce estate taxes to you and your children.
Please contact Deborah Siegel at (646) 454-3050 or send an email to development@crsnyc.org to get further information.
- Bequests
Bequests and wills have been the cornerstone of giving at Rodeph Sholom since the nineteenth century. They account for a valuable portion of the Rodeph Sholom endowment and can provide significant funding for Rodeph Sholom programs, facilities, and student aid. - Retirement Funds
Careful planning in connection with the use of your retirement accounts and the other resources in your estate allows you to take advantage of every available means to minimize taxes, meet your income needs and maximize estate planning opportunities - Real Estate or Other Valuable Property
It may be advantageous to you and your estate to consider bequeathing other assets to children and grandchildren, making a charitable gift of real estate to Rodeph Sholom. The temple or the school may use the space or use the proceeds from the sale of the property to fund programs and projects.