Creating a will or trust is one of the most important steps in planning for your future, and we encourage you to consider including Congregation Beth Am in your estate plan at a level that is appropriate for you and your family. Not only may this provide a tax benefit to you and to your heirs, but also will bring priceless benefit to our community.
Questions about Planned Giving? Please download our Frequently Asked Questions (under Resources, right side of this page). Wondering which Planned Giving option is best for you? Please read some helpful case studies (under Resources) that may apply to your situation. If you have questions and would like expert help, you may email our Planned Giving hotline at firstname.lastname@example.org.
See Resources (at right) to download our Legacy Giving Brochure and Letter of Acknowledgement.