Planned Giving

Preserving Your Legacy - Ensuring Our Future

BEQUESTS | BENEFICIARY DESIGNATION | WORDING FOR A BEQUEST & OTHER RESOURCES |
THE LEGACY SOCIETY


A GIFT FROM YOUR ESTATE

"I did not find this world desolate when I entered it.

My ancestors planted for me before I was born.

So do I choose to plant for those who will come after me."

(Babylonian Talmud, Ta'anit 23a)

Since 1795 Congregation Rodeph Shalom has dedicated itself to being a center of Jewish life in Philadelphia by strengthening Jewish community, upholding Jewish values in and outside its walls, and providing deep meaning in people’s lives throughout their lifetimes. From the time a child is born, we are present for life’s most joyful and challenging times, ensuring that the next generation of Jews remains vibrant and strong.

By creating a bequest for Congregation Rodeph Shalom, you can help make the difference to ensure and shape the future of Reform Judaism at RS. Consider naming the synagogue in your will or trust or as a beneficiary of your retirement plan or life insurance policy. This is easy to do, and you will be making a profound impact on the future of Rodeph Shalom.

BEQUESTS

A gift in your will or revocable living trust.

One sentence in your will or revocable living trust can ensure a vibrant future for generations of congregants.  With a bequest you can keep your assets now should you need them in retirement.
[Read More]

BENEFICIARY DESIGNATIONS

A gift from a retirement plan, life insurance policy, or commercial annuity.

Use a simple beneficiary designation form to make a future gift using these assets. [Read more]

WORDING FOR A BEQUEST AND OTHER RESOURCES

For Congregants and Advisors

We are pleased to offer suggested wording for gifts to the Congregation in a will or revocable living trust.  Please see other information that may be useful when making an estate gift. [Read more]

THE LEGACY SOCIETY: GIFTS FOR FUTURE GENERATIONS

The Legacy Society honors those congregants and friends who have chosen to ensure the future of the Congregation with a gift from their estate. The Legacy Society is the successor program to The Rabbi Wice Society. Anyone who joined the Rabbi Wice Society will be considered part of both societies. [Read more]

Meet The Legacy Society members
Read why The Legacy Society members have chosen to make a commitment to future generations of Rodeph Shalom congregants. [Read More]

 

 

This information is not intended as legal, tax, or financial advice. When considering a gift of this nature, always consult your professional advisors.