Through planned gifts such as bequests, life insurance policies, gift annuities and charitable trusts, congregants can help perpetuate all that Rodeph Sholom stands for. The Ner Tamid Society acknowledges and honors those who have made charitable provisions in their estates to benefit Rodeph Sholom.
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 for immediate tax deductions as well as reduce estate taxes to you and your children.
Please contact Lyndsie Levine at (646) 454-3050 or send an email to firstname.lastname@example.org to get further information.
Bequests and wills have been the cornerstone of giving at Rodeph Sholom since the 19th 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. For sample language for a bequest, click here.
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
It may be advantageous to you and your estate to consider bequeathing assets such as real estate to Rodeph Sholom. The Synagogue or the school may choose to use the space or might use the proceeds from the sale of the property to fund programs and projects.
To view the Planned Giving brochure, click here.