Temple Beth Sholom Endowment Foundation Inc. Fund Procedure

1. Any Fund in the principal amount of at least $1,000. but less that $5,000. may be named by the contributor, and shall thereafter and in perpetuity be one of the Named Funds that make up the Temple Beth Sholom General Endowment Fund, and shall be identified as such ,in all reports of the Board of Trustees.

2. Any Fund in the principal amount of $5,000 or more may be named and the purpose designated as directed by the contributor, and shall thereafter and in perpetuity be a Named Fund and shall be identified as such in all reports of the Board of Trustees.

Contributions are tax deductible and may be given in the form of stocks, Israel Bonds, marketable securities, as well as cash. In addition, The Endowment Foundation can be named as the beneficiary of bequests or designated the owner and recipient of life insurance policies.

Procedures for Gifting Securities to Temple Beth Sholom Endowment Foundation

1. Securities in Street Account- Donor should notify the Endowment Foundation (President or CFO) of the size of the gift (i.e. number of shares and the name of the security). The Endowment Foundation will supply the donor with instructions to transfer (DTC) securities to the Temple Beth Sholom Endowment account at Citigroup Smith Barney as follows:

DTC Clearing #0418
FBO Account 362-50533-1-3-103
Name of:Temple Beth Sholom Endowment Foundation

2. Actual Security- Donor should provide the security and a letter stating that the security (by name and number of shares) is being given to Temple Beth Sholom Endowment Foundation.The security and letter must be signed by the same individual(s) in the same manner.

In both cases the donor will receive a receipt indicating the high, low and closing price on the date of receipt of the securities.