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Legacy Giving

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 Legacy Giving? Please download our Frequently Asked Questions. Wondering which Legacy Giving option is best for you? Please read some helpful case studies that may apply to your situation. If you have questions and would like expert help, you may email our Legacy Giving hotline at

Tax Talk: How the Election Outcomes Could Affect Your Money
With the election behind us and likely changes ahead, Beth Am member and CPA Jerry Spector discusses actions we can take now to prepare. Jerry also provides updates on what to expect and how to make adjustments, including charitable giving plans that could mitigate tax burden. (Download Jerry Spector's presentation slide deck.) Sponsored by the Legacy Giving Committee of Beth Am.

Legacy Giving Resources:

Legacy Giving FAQs
Legacy Giving Case Studies
Builders Circle Brochure
Beth Am Legacy Gift Notification

Legacy Giving - 5 Easy Ways
How to Make a Retirement Fund Gift
Beth Am Estate Planning Organizer Kit
Builders Circle Member Profiles
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Tue, January 26 2021 13 Sh'vat 5781