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From Our President - Don’t Just Dream About A Jewish Future – Create It!

Dear Congregation B’nai Shalom Community,

Last year Congregation B’nai Shalom received a $5,000 financial grant from the Life & Legacy program, supported by the Harold Grinspoon Foundation and the Jewish Federation of Central Massachusetts, for reaching the goal of securing eighteen Legacy Gift Pledges. To those who have committed to Life & Legacy — thank you!

One of the things that I have learned during my short tenure as President is that there is no lack of desire on the part of this congregation to get involved, but often there is much less awareness about programs like Life & Legacy than I would have anticipated. With that in mind:
What is Life & Legacy?

Life & Legacy is a program that supports Jewish organizations like Congregation B’nai Shalom in helping them learn how to make legacy gift-giving part of their overall financial strategy. In 2016, Congregation B’nai Shalom was chosen to participate in this program along with other area Jewish congregations and non-profits. Life & Legacy assures the future of B’nai Shalom by providing training and incentives to build our endowments, thereby ensuring a bright and sustainable future for our community.

Thanks to the generosity the of our initial eighteen participating families, the Harold Grinspoon Foundation, and The Jewish Federation of Central Massachusetts, we have the opportunity to participate for another year.

How does the Life & Legacy program work?

Everyone, regardless of age, wealth, or affiliation, has the ability to leave a legacy, and the Life & Legacy process is very easy. It all starts with a conversation with a committee member, who will be happy to share the process with you. Legacy gifts can be established in various forms and need not have an impact on finances during one’s lifetime.

Please consider participating in Life & Legacy to secure the future of Congregation B’nai Shalom. These are some examples of ways that you can participate:

  • •Name Congregation B’nai Shalom as one of your beneficiaries of an IRA or other retirement account
  • •Name Congregation B’nai Shalom as one of your beneficiaries of a life insurance policy
  • •Make a bequest to Congregation B’nai Shalom in your will
  • •Charitable Remainder Trusts
  • •Donor Advised Funds

Becoming a Participant

Initially, all we need from participants is a letter of intent, which is not legal obligation and may be changed or modified at any time at your discretion. You do not need to know the giving vehicle or amount of your legacy commitment when you complete the letter. You have up to a full year in which to formalize your intent — you will not share the amount — just that CBS is part of your legacy plan.
If you have already named Congregation B’nai Shalom as a beneficiary, please let us know, as you are already a Life & Legacy donor. If not, please consider becoming a Life & Legacy donor by contacting the temple office, and we will gladly set up a meeting with one of our Life & Legacy team members.
L’shalom, Rob Blumberg
president@cbnaishalom.org

Sat, January 19 2019 13 Sh'vat 5779