“I did not find the world desolate when I entered it and as my parents planted for me before I was born, so do I plant for those who will come after me.” – Talmud
Temple Beth Israel is thrilled to be participating in the LIFE & LEGACY program, which is a partnership of the Oregon Jewish Community Foundation (OJCF) and the Harold Grinspoon Foundation (HGF). The program promotes legacy (after-lifetime) gifts to benefit day schools, synagogues, social services organizations and other Jewish entities. By securing legacy gifts, Jewish organizations, such as TBI, can be certain that they will exist for future generations.
The TBI Legacy Circle honors those individuals and families who have taken the step to make a legacy gift to Temple Beth Israel through their wills or estate plans.
Please consider including Temple Beth Israel in your will or estate plan.Your estate gift will make the difference between a congregation that struggles in the future and one that has security and the resources to thrive and grow, even in difficult times. Every member of the TBI community can make a legacy gift, regardless of one’s level of wealth. Bequeath the majority of your estate to your family, and consider designating a small percentage to support TBI, just as you’ve done in your lifetime.
Legacy Circle Members
The following people have made Legacy gifts to TBI:
Edward Black and Geraldine Moreno-Black
Karen Shlom Hansen and Vic Hansen
Rabbi Yitzhak and Shonna Husbands-Hankin
Jody and Jeff Kirtner
Alan Leiman and Annette Ooyevaar
Michael Lewis and Martha MacRitchie
Jerry Maliner (z’l)
Nathan & Robin Philips
Robert (z’l) and Gail Pioso
Rabbi Ruhi Sophia Motzkin Rubenstein
Sheldon Rubin (z’l) & Margie Paris
Sharon Rudnick & Arden Olson
Mindy and Marc Schlossberg
Craig Starr and Sandy Scheetz
Amy Steckel and Randy Bernstein
Dena Luna Zaldua
Hear what Rabbi Ruhi has to say about Life and Legacy. Check out her video from our 2016 #GivingTuesday video campaign:
Sign your declaration of intent here!
There are different methods that can make it easy for you to leave a Jewish legacy:
- Bequest in your will or trust. Designate a specific dollar amount, a percentage of your estate, or a remainder interest to benefit TBIafter funds have been distributed to your family.
- Retirement asset. Make TBI the beneficiary of all or part of a retirement asset, such as an IRA or a 401 (k) plan. This is easy to do, without revising your will; and it’s tax-savvy, avoiding deferred income tax.
- Charitable gift annuity or other life income plan. Make a legacy gift to TBI now and enjoy potential tax benefits, while retaining a secure lifetime income at a very favorable rate of return. The remainder will eventually benefit TBI.
- Life insurance policy. Donate an unneeded policy by namingTBI as the beneficiary.
If you are considering a bequest, please share this suggested language with your estate advisor.
“I hereby bequeath to Temple Beth Israel, a tax-exempt organization, ID#93-0706752, located at 1175 East 29th Avenue in Eugene, Oregon 97403, the sum of _____ dollars [or alternatively, _____% of residuary estate; description of property; etc.] to be directed by Temple Beth Israel for unrestricted congregational support [or alternatively, for the support of a particular Temple program or facility].”
The generous donors listed above have taken the step to make a genuine impact on our community with a legacy gift to TBI. We invite you to join them in becoming a part of TBI’s Legacy Circle. If you have already remembered TBI in your will or estate plan, please let us know. For more information on how you can become a Legacy Circle member please call us in the TBI office: 541-485-7218 ext. 104.
Check out these videos from out 2016 #GivingTuesday video campaign and hear what our members have to say about Life and Legacy. Click on the videos below to hear their stories.