Endowment and Planned Giving

 

The Beth Tikvah Legacy Circle is a group of congregants committed to creating a financial legacy on behalf of the Congregation and the Central Ohio Jewish community. Congregants make current gifts or include Beth Tikvah as part of their estate plan to ensure Jewish tomorrows at Beth Tikvah. Legacy Circle members have funded endowments, signed Letters of Intent (LOI), and supported our community through their interest and commitment. Endowments enable Beth Tikvah financially by providing current and future support for programming, maintaining our building, providing scholarships, and meeting other significant needs of our congregation.

WHAT IS LEGACY GIVING?

Legacy giving expresses a donor’s personal values by integrating family and charitable financial goals. It reinforces a donor’s vision for the future.

WHY CREATE A JEWISH LEGACY?

  • To pass on your values to your family and your community.
  • To express your desire for a vibrant future at Beth Tikvah.
  • To continue traditions and programs that you love at Beth Tikvah.
  • To create a financial legacy in the future that you may not be in the position to do today.

WHAT IS PLANNED GIVING?

“Planned giving” is any gift that is part of a donor’s overall financial or estate plan. Gifts may be made during one’s lifetime, or at death, by utilizing various financial instruments such as wills, retirement accounts, life insurance policies, or other estate planning tools. After-lifetime gifts may enable you to give larger gifts to charitable organizations than could be made from current income. 

Your support of Beth Tikvah with a “Planned Gift” can help you now, while providing the Temple with income in the future. Planned giving is a philanthropic tool that enables a donor to realize significant financial gains while providing support to the Temple.

In considering a Planned Gift, you may find that your generosity will not only ensure the future of Beth Tikvah but will also help you in your desire to be philanthropic and financially secure. We ask that you think about these concepts and consider entering into a partnership with us to help secure the future of Beth Tikvah.

Please note that this is only general information regarding available options to consider when considering a Planned Gift. We strongly suggest that you consult with your attorney, financial planner and/or insurance agent prior to making any Planned Gift.

ENDOWMENTS

Making an outright endowment gift to Beth Tikvah today or providing for a legacy gift in your estate plan is a clear statement about the values and beliefs that have shaped your life, as well as your vision of Beth Tikvah for future generations.

In 2010, the Board of Trustees approved the formation of The Beth Tikvah Endowment as a means to preserve and enhance the legacy of our congregation by securing vital endowment funds.

The Endowment provides many ways in which members of the Congregation can create a permanent legacy to nourish Jewish life for us, our children and grandchildren, and for the generations to come. Here are a few ways that you can support Beth Tikvah:

  • Donate Gifts of Securities
  • Donate Matching Gifts
  • Make a Bequest

Please contact Debbie Vinocur, Temple Administrator, for sample wording that might be used to include Congregation Beth Tikvah in wills and bequests.

Your planning today will make the difference in the future of Beth Tikvah for years to come.