I am thinking about including Beth Emet in my will. Is there anything I should know before I speak to my attorney?
Legacy giving is a wonderful way to support and sustain Beth Emet into the future. While a legacy gift will not be considered a Capital Campaign gift, you will become a member of Beth Emet’s Dor L’Dor Society. Dor L’Dor means ‘Generation to Generation’.
There are two primary ways to make a legacy gift:
1. You can make a bequest in a will, trust, or estate plan; or
2. You can change or add a beneficiary designation on an IRA, pension fund, or life insurance policy, as either a specific dollar or a percentage amount (typically the easiest way to accomplish a legacy gift.
Every bequest that Beth Emet receives goes to the Beth Emet Foundation. Checks are deposited on the same or next business day. Shares of securities are sent to the brokerage office supporting the Foundation, where they are sold, and the proceeds deposited into the Foundation’s account. Unless otherwise indicated, all bequests received are added to the Assuring Our Future Fund.
Tell me more about Beth Emet’s Dor L’Dor Society.
In Beth Emet parlance, we call our legacy giving program Dor L’Dor, which means Generation to Generation. If you have not yet put Beth Emet in your will or added Beth Emet as a beneficiary to one of your investment accounts, but are planning to do so, or if you have already done this but did not notify the synagogue, please contact Bekki Harris Kaplan, Executive Director.
In 2016, Beth Emet was accepted into the JUF “Create a Jewish Legacy” training program, a partnership between the Jewish Federation of Metropolitan Chicago, the Harold Grinspoon Foundation, and the Crown Family. This is a two-year program, in which Beth Emet (as well as other participating organizations) is eligible to receive a $10,000 grant from JUF in each of the two years if we achieve 18 new legacy sign ups each year by the June 30 deadline.
We are pleased to announce that we met our goal for the first two years ending June 30, 2018, and received $20,000. We are continuing this important work. Legacy giving is an essential part of our philanthropic footprint and we encourage each of you to consider including Beth Emet in your estate plans. To contribute, fill out this form and contact Bekki Kaplan with any questions.