What is a Planned Gift?
A legacy, planned, or deferred gift is a commitment made today that benefits Temple Judea in the future. Planned gifts make it easy to fulfill philanthropic desires and create your personal legacy. Anyone who wants to make a planned gift can; planned gifts are paid from assets such as a will or estate, retirement accounts, life insurance, donor advised funds, charitable trusts, or other assets. There are many planned gift opportunities available, allowing donors to match individual giving abilities with planned giving techniques.
Why Now?
These gifts help ensure that Temple Judea remains a vibrant spiritual home for generations to come—supporting worship, learning, community, and Jewish life well into the future.
Ways to Give
Planned giving can be tailored to your individual estate and charitable goals. Options may include:
- A gift through your will or trust
- IRA or retirement account assets
- Life insurance
- Donor advised funds
- Charitable trusts
- Cash, securities, real estate, or other property
Please consult with a financial or estate planning professional to determine the best vehicle for you.
Steps to Give
- Learn More & Start a Conversation About Giving.
- Ready to commit to leaving a legacy gift? You will complete a letter of intent to do so in your preferred timeframe.
- To formalize your gift, we'll provide language to use in your selected giving instrument to ensure that your gift is allocated to the Temple Judea as you intend.
- Once you've formalized your legacy gift, please let us know by completing a Gift Confirmation Form. Once you do so, we will be pleased to welcome you as a member of our Herzl Planned Giving Society.
Herzl Planned Giving Society
The Temple Judea Theodor Herzl Society consists of donors like you that want to secure a future of sacred engagement for generations to come. it was was created to recognize and celebrate Temple Judea's 65th anniversary in 2015. Should you choose to include Temple Judea in your will or other estate plans with a gift of $18,000 or more, we would be honored to know of your intentions and have you as a member of the Herzl Planned Giving Circle.
What is the Theodor Herzl Society?
The Theodor Herzl Society recalls the visionary father of modern Zionism whose spirit, idealism and activism inspired the creation of the State of Israel. Herzl envisioned a vibrant, culturally and spiritually rich homeland for the Jewish people. In keeping with his visionary idealism, members of the Herzl Society will help ensure that Temple Judea continues to thrive as a place for inspirational and innovative worship, a resource for Jewish lifelong learning and a community dedicated to Tikkun Olam through social action and social justice efforts. The Temple Judea Theodor Herzl Society acknowledges and honors members and friends of Temple Judea who include our synagogue with a gift in their estate plan.
