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Your Legacy, Our Future

Lifetime and Legacy Giving

Our commitment to promoting the values of Reform Judaism is strong and deep. A gift to Temple Beth El through the Dorot Society will be a permanent connection between your family and the ideals we uphold. Our path to the future will be strengthened by your generosity.

The Future of Temple Beth El Depends on You

By uniting thousands of years of tradition with modern experience, Temple Beth El offers many ways for congregants to participate in meaningful and engaging religious, spiritual, educational, social action, and communal activities. We honor the generations who founded, nurtured, and grew Temple Beth El into the vibrant congregation we treasure.

At the same time, we look ahead and affirm our pledge to ensure a bright and meaningful future for the generations who will carry on with passion and commitment. Now it is time for us to continue this legacy,
by providing a solid foundation for Jewish life to grow and thrive at Temple Beth El for our children and grandchildren, and through the generations.

Consider making an investment in our future by becoming a member of the Dorot Society.


Your Impact through the Dorot Society

These are challenging times, and we need to ensure that we can make a real difference where it matters, for Temple Beth El for generations to come. By including Temple Beth El in your estate plan, your wishes to provide for Temple Beth El’s well-being now and in the future will be evident.


Won’t you join us?

“As my ancestors planted for me, I plant for my children and my children’s children.” (Taanit 23)

  • You can make a legacy gift that costs nothing during your lifetime.
  • You can make a difference in the lives of future generations of Reform Jews in Madison, while still retaining a property interest for your children or other beneficiaries, with the added satisfaction that others in the future will benefit from your generous act today.
  • Naming Temple Beth El in your will or revocable trust or as the beneficiary of your life insurance or IRA will support future generations without affecting your cash flow during your lifetime. Your attorney can include a provision for TBE when you prepare or revise your estate plan, or you can add an amendment at any time.
  • There are many ways to leave a legacy, and many tools to help with estate planning. Including a gift in your estate plan is a way to say thank you to all who came before you and those who will continue to ensure the wellbeing of TBE for generations to come.
  • You can designate a restricted purpose for your gift and for gifts over $25,000 a special fund can be created. (For undesignated legacy gifts, 75% of all unrestricted legacy gifts shall be invested in the TBE Yerusha Fund and 25% will be invested in the TBE Board Designated Reserve Fund)


Benefits of Membership

As a member of the Dorot Society, you will receive a certificate of membership recognizing your support of Temple Beth El.

Your generosity will be recognized in Temple Beth El publications, including the High Holy Day booklet, and at a special annual event exclusively for Dorot Society members. Finally, you will receive peace of mind from knowing that your wishes will be fulfilled and that future Temple members will benefit from your vision.


A Trusted Partnership

You can have confidence that Temple Beth El will be a responsible steward of your philanthropy and our partnership with Johnson Bank means our assets are professionally managed.


Join the Dorot Society

Join the Dorot Society by completing the Declaration of Intent form and returning it to us.

Our commitment to promoting the values of Reform Judaism is strong and deep. A gift to Temple Beth El through the Dorot Society will be a permanent connection between your family and the ideals we uphold.

Please let us know if you would like to arrange for a personal consultation. Our Executive Director (executive@tbemadison.org and committee members, Howard Erlanger (h.erlanger@gmail.com), and Gary Friedman (gfriedman42@gmail.com) welcome the chance to answer any questions about your giving objectives and goals.

 

Choosing How Your Gift Is Used

Tax Advantaged Giving

Dorot Society

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March 19, 2019 12 Adar II 5779