Planned Giving: Endowments & Bequests

“Strange is our situation here on earth. Each of us comes for a short visit, not knowing why, yet sometimes seeming to divine a purpose. From the standpoint of daily life, however, there is one thing we do know: That [We Are] Here for the Sake of Others . . . for the countless unknown souls with whose fate we are connected by a bond of sympathy. Many times a day I realize how much my own outer and inner life is built upon labors of my fellow[s], both living and dead, and how earnestly I must exert myself in order to give in return as much as I have received and am still receiving.”

—Albert Einstein

Planned Giving Heritage Society

Be a part of the Heritage Society through Planned Giving

Planned gifts help to insure the strength and continuity of Congregation Beth Or. A planned gift is one that is committed during a donor's lifetime naming Beth Or as the beneficiary at the time of the donor's death.

Planned gifts can offer donors significant tax benefits as part of estate planning and may also be structured to provide income to donors during their lifetimes. The Planned Giving program at Congregation Beth Or encourages and assists, donor planned gifts to the synagogue by informing them about program needs, gift opportunities and techniques of planned giving. Prospective donors are also urged to seek the advice of their own counsel in matters relating to planned gifts, taxes and estate planning.

For more information regarding Planned Giving, please contact Executive Director, Amy Abrams at aabrams@bethor.org.

Endowments

Endowment Funds provide financial resources in support of the overall mission of Congregation Beth Or. The synagogue will take the income from the Fund – not the principal – and used towards the endowment. All endowed funds are managed by the Investment Trustees.

Please contact Amy Abrams at aabrams@bethor.org for Endowment opportunities.

Bequests

Beth Or has grown to be one of the largest reformed synagogues in suburban Philadelphia. Estate gifts play a critical role in enabling Beth Or to serve its 1,200+ member families.

By naming Beth Or a beneficiary of your estate, you will give the gift of Jewish worship, leaning and community in the years to come. As a Beth Or supporter, you have the power to shape the future of Beth Or through the financial and estate planning decisions you make today.

You are encouraged strongly to consult your personal legal and tax professional advisers to discuss whether these options would be best for your personal situation.