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Leaving Your Legacy with Temple Shir Tikvah

“As our parents planted for us before we were born, so do we plant for those who will come after us"  (Babylonian Talmud, based on Taanit 23a)

The Opportunity of Legacy Giving

Through a legacy gift (also called a planned gift), you can keep alive your most important and precious values – the very values that guide your life. While supporting our congregation’s future, you can also achieve your own charitable and financial goals. 

With some simple steps today, you can help to ensure that Temple Shir Tikvah’s healing work of tikkun olam lives on, that our culture endures and that our congregational community prospers for future generations. Your planned gift will leave a permanent legacy connecting you and your family to the Temple Shir Tikvah community.
 

"With this legacy gift, we feel we are contributing both to the survival of our temple and the continued growth of the Jewish people.  Shir Tikvah’s commitment to openness, inclusion, and community is one that we feel is a model to emulate." - Diane & Steve Boettcher

"When I think about how I want to live my life and how I want this world to be, I think of Temple Shir Tikvah and its commitment to helping each of us to make ourselves and our world a better, safer, and more loving place for everyone. I believe it is up to each of us, it is our responsibility to ensure our Temple's perpetuity for ourselves, our children and their children's future." - Jill Bohlin

"To sustain Shir Tikvah’s impact, we need the long-term stability that comes from legacy gifts. And it's up to us who appreciate the uniqueness of Temple Shir Tikvah to create the endowment–if we don't do it, who will?" - Stu Koman

Click here to read full testimonials

 

The Legacy Circle

The Legacy Circle honors those who have included a planned gift to the Temple in their estate plan. No minimum amount is required. All planned gift donors are recognized as members of the Legacy Circle. If you have already included a gift to the Temple in your estate plan, please contact director of administration Linda Singer-Berk, or fill out this online form so we can properly recognize your generosity. (You can also download a printable version here.) If you are interested in joining the Legacy Circle or want more information, contact Dan Raizen, vice president of development.

Ready to learn more?

Read our Legacy Giving Questions & Answers and Ways to Make a Legacy Gift

Questions and answers about legacy giving

NOTE: All donors should consult with their tax and/or legal advisors when considering a planned gift.

What is a legacy gift and how does it work?

A legacy gift comes out of your estate and can be set up in your will or through other instructions for the disposition of specific assets. You can specify the gift as a specific sum of money, a percentage of your estate, or an amount of some asset such as stock. Ways of giving are listed here.

Why should I consider making a legacy gift to Temple Shir Tikvah?

Our Shir Tikvah community strives to perpetuate and fulfill our members’ values in the areas of spiritual expression, Jewish education, and social action. We teach, live, and pass on these values to others who care as passionately about them as our members do.  With the help of your gift we will help raise the next generation dedicated to making the world a better place.

Shir Tikvah is embedded in the life-cycle of its members. As a community we acknowledge and honor the entire spectrum of our fellow members’ lives.  By giving to TST you give the next generation access to a vibrant community ready to meet them where they are with joyful, judgment-free Judaism.

What does my gift allow Temple Shir Tikvah to do that would be different from regular donations?

A legacy gift keeps giving year after year. Legacy gift donations go into our endowment fund, where we preserve the principal and draw on the earnings every year to support our programming and operations. Your legacy gift, as part of our endowment, is a lasting support for our continuity.  

How does a legacy gift to Shir Tikvah affect my children or other heirs?

A legacy gift is a lasting expression of your values. It leaves a reminder of what was crucially important to you. The funds you give to Shir Tikvah form part of your legacy to your heirs. Your dedication to the continued vibrancy of Jewish communal life is one of the lessons you can give to the next generation.

How to make a legacy gift

A Bequest in your Will or Living Trust

You can leave the Temple a specific dollar amount or a percentage of your estate. The Temple accepts bequests of any size as a legacy gift that will help fund the Temple year after year. Your legacy gift may have estate tax benefits for your heirs.

  • Sample Language: I give and devise to Temple Shir Tikvah, Winchester, Massachusetts, Federal Tax ID #04-3145322, {Insert amount of gift or percentage of estate}.

Note: Please rely on the advice of your estate attorney for the exact details needed to modify your estate plan to establish the legacy you desire.

From your Retirement Plan

You can specify the Temple as a beneficiary of an IRA or other qualified retirement plan. This is one of the simplest ways to make a legacy gift to the Temple and doesn’t require an update to your estate documents. Just ask your plan administrator for a change of beneficiary form. Because of the income tax consequences of retirement assets after they pass to family, many people prefer to make their legacy gifts from these assets.

Life Insurance

You can specify the Temple as a beneficiary of a life insurance policy you own. This is a useful option for those who own a policy which is no longer needed to protect family members.

Charitable Trust

A variety of charitable trusts are available that offer income and/or estate tax benefits to the donor.  Talk to your financial advisor for more information about these complex instruments. Once such a trust is established, it’s easy to name the temple as a beneficiary.

Click here to make a commitment online, or download a printable form.

Thu, October 28 2021 22 Cheshvan 5782