“Foundation Fund Legacy Circle”
Give the Gift that keeps on Giving.
Honor your heritage
Express your values
Do something lasting and significant
The Strength of our Future:
In 1851, a small group of immigrants came together to establish a center of Jewish life in Stockton. They, and all the generations who followed, built and sustained Temple Israel. With hard work and generous giving, they created a spiritual legacy that has served Jewish families in our community for over 160 years.
It is the challenge of our generation to preserve and strengthen that legacy – that’s why we have created the Legacy Circle. Think about what the temple has meant to you and your family and “pay it forward” by joining our circle of givers. Make our Jewish community a part of your living legacy. Together we can ensure that Temple Israel remains, for generations to come, an oasis of Jewish life and learning – a Kehilah Kedosha, a sacred community.
Your Tradition. Your Legacy.
Ways of giving:
Bequests/Trusts: At no cost today, you can help secure the future of Temple Israel. Simply name the Temple Israel Foundation Fund as a beneficiary for a set amount or percentage of your estate.
Life Insurance: Purchase or transfer ownership of a paid up policy to the Temple Israel Foundation Fund.
IRA/Retirement Plan Assets: Name the Temple Israel Foundation Fund as a beneficiary for a portion of your IRA.
Charitable Gift Plans: Did you know that it is possible to make a generous gift to Temple Israel’s Foundation Fund and receive an income for life? For some, this is the perfect way to achieve your philanthropic goal of supporting the temple while not diminishing (and in some cases even enhancing) your present income.
Annual or One-Time Tax Deductible Gifts: Some prefer to make an annual or one time gift. Outright gifts of cash, real estate, stock and other property can be made during your lifetime.
Benefits of a Planned Gift
• Reduce your income tax and even avoid capital gains taxes.
• Diversify your investment portfolio.
• Make a larger charitable gift than you thought possible.
• Leave a legacy without giving up assets.
Your professional advisors can suggest ways to include the Foundation Fund in your estate plan or annual giving. The Legacy Circle also offers professional consultants who can help you plan your donation in order to maximize tax advantages and ensure your ultimate gift to Temple Israel.
The Temple Israel Foundation Fund is a 501(c)3 tax exempt organization.
I would like to talk with someone further about making a pledge
Please contact the temple office and leave your contact information. A representative from the Foundation Fund Legacy Circle will respond to your request in a timely manner.
I’m not wealthy… How can I be a part of the Legacy Circle?
No matter what your income or value of your estate, your gift is important and appreciated by our community. Every gift is essential in building a strong, vibrant Temple Israel community – now and in the future. There is no minimum dollar amount required for inclusion in the Legacy Circle. For many types of gifts, we require only a simple statement of your commitment in writing to initiate your bequest.
Where does my Legacy Circle gift go?
Your gift will be added to the principal portion of the Temple Israel Foundation Fund. The principal portion stays intact while the interest earned becomes a vital source of revenue used to support our educational and cultural programs. In this way, your Legacy Circle gift will benefit Temple Israel for years to come.
The Temple Israel Foundation Fund is professionally managed. Funds are held separately and not merged with other temple accounts. A group of nine trustees, all elected temple members, oversee and administer the Foundation Fund and work in consultation with our Temple President and Rabbi.
Temple Israel was founded in 1851 as Congregation Rhyim Ahoovim (Beloved Friends) and is affiliated with the Union for Reform Judaism. We pride ourselves on being a warm and welcoming community with a diverse population. Our membership includes Jews-by-Birth and Jews-by-Choice. Non-Jewish spouses and children are welcome to be an active part of our community as we join together to continue our rich heritage rooted in Torah.
The Temple Israel Foundation exists to develop, maintain,
and expand funding for the educational activities of Temple Israel.
Temple Israel Foundation Leadership Team 2015