Planned Giving

Bequests and estate commitments can support Temple Beth Or Programming. There are so many ways to remember Temple Beth Or:

• Give a specific dollar amount or a percentage of your will or trust
• Name Temple Beth Or as a beneficiary of a 401(k), 403(b), IRA, or other retirement account
• Designate the Temple as a successor beneficiary of your donor-advised fund
• Specify Temple Beth Or as a beneficiary of a life insurance policy

Creating your own Jewish legacy empowers you to further the work of your heart and to enjoy the peace of mind that it brings.   Temple Beth Or  has established the Ner Tamid Society which is a group of dedicated community members who make legacy gifts to ensure the future of the Temple.

Members of the Ner Tamid Society:
• PERPETUATE the Jewish traditions and values they cherish
• PRESERVE the programs and institutions that support Jewish life here and around the world
• PLAN for their family's philanthropic interests and enjoy tax advantages

Creating your Jewish legacy ensures that you'll be remembered and your work and Jewish values will continue beyond your lifetime. By creating your legacy today, you can secure vital Jewish community programs that you wish to sustain while ensuring a safety net is in place to protect and strengthen our Jewish community for generations. It's a meaningful, personal way to honor loved ones, and teach your children and grandchildren the value of philanthropy. You will ensure a strong, vibrant and engaging community that will perpetuate your values into the future.

Just as the Ner Tamid is eternal, gifts to the Ner Tamid Society will be placed in the Temple Beth Or Endowment Fund for perpetuity, thus ensuring that Temple Beth Or will endure for many generations. By planning a gift today to Temple Beth Or, you will ensure a vibrant, dedicated and committed tomorrow for our reform Jewish community!

Sample Bequest Language:

A general bequest: “I give the sum of_______ dollars ($_____) to Temple Beth Or, Raleigh, NC, for the general purpose and use of Temple Beth Or.”

A residuary bequest: “I give _______ percent (___%) of the residue of my estate to Temple Beth Or, Raleigh, NC, for the general purpose and use of Temple Beth Or.”

Gift for Endowment ($50,000+): “I give ______________ to Temple Beth Or, Raleigh, NC, for the [general purpose and use of Temple Beth Or] OR  [to support specific program, activity, etc]” It is my wish that this gift be specifically used to support [insert specific intent]. If it becomes inappropriate or impossible to accomplish the purpose of the gift as described herein, then the TBO Board of Trustees may designate this bequest to be used for the benefit of a substantially similar purpose.”