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Top 10 Things You Can Do Today To Leave a Legacy

Jeff Wasser

  1. Prepare a will. Without a will you lose control over your property at death.
  2. Leave a gift in your will for BSBI. Imagine the positive impact on our community if everyone made a gift from their estate to BSBI.
  3. Leave a specific dollar amount or a percentage of the assets in your will to BSBI.
  4. Consider using assets for your charitable gift. These include, but are not limited to: cash, stocks, bonds, mutual funds, term deposits, or insurance. Such gifts may even provide tax savings.
  5. Name BSBI as a beneficiary of your IRA or pension.
  6. Name BSBI as the beneficiary of an existing or paid-up life
    insurance policy.
  7. Purchase a new life insurance policy naming BSBI as the beneficiary.
  1. Remember loved ones with memorial gifts.
  2. Encourage family and friends to leave gifts to BSBI in their wills.
  3. Ask your financial or estate planning advisor to include charitable giving as part of their counsel to clients.

Going forward, we plan to highlight various modalities of giving that may provide substantial benefits to the donor as well as the synagogue.

For further information please contact Jeff Wasser or Roy Filkoff at bsbiendowment@myshul.org.  

Sat, July 2 2022 3 Tammuz 5782