Our Legacy Community

Making a legacy gift provides you with the satisfaction of knowing that our community – and your name and generosity – will live on. A legacy gift is a commitment to make a donation through your will or living trust. It can be made in cash, stock, your IRA or benefit plan or other property. To date, almost a third of our members have made a legacy commitment.

To make a legacy gift, please complete the form below or contact our office is you’d like to discuss anything.

Securing your giving choices, securing our future

A legacy gift to the Endowment Fund of Sha’ar Zahav allows you to maintain total control of your assets during your lifetime. It provides you an opportunity to make a statement about what is most important to you – as your gift will carry your name or the name of someone you wish to honor in perpetuity.

Your bequest may be made for:

a specific amount
a percent of your assets, or
what is left after you have made specific bequests to your family, other individuals and nonprofit organizations.

The advantages of a Legacy Gift

For many, a legacy gift allows you to make a more sizable gift than you might be able to consider during your lifetime.

Legacy gifts also enable you to minimize taxes for your estate and heirs. As with other important financial decisions, please consult legal and financial professionals for advice on how to make choices that maximize the tax benefits of your estate.

Using your gift wisely

Unless you designate otherwise, your legacy gift will be invested in our Endowment Fund. The Endowment Fund is established for purposes beyond and outside of the annual operating budget of the Congregation. Endowment Funds are invested and managed separately by the Jewish Community Federation.

Ready to make your bequest?

Please click below for a sample “Letter of Intent” which you can complete online. Or if you’ve already remembered us in your will and want to let us know, please contact us at [email protected].

Letter of Intent to Participate in CSZ's Our Legacy Community Program

By making this commitment to Sha’ar Zahav, I express my desire to share my blessings with others, aiding future generations and assuring the continuity of our congregation.

I made provision for Sha'ar Zahav in my Will/Trust*
I intend to make provision for Sha'ar Zahav through:*
Check all that apply.
- Bequest in my Will/Trust
- Life Insurance Policy
- Retirement Plan
- Charitable Trust
- Gift of real estate, securities, or other property
- Jewish Community Endowment Fund
The approximate value of my commitment is...*
Please put a dollar amount (i.e. $1M) or a percentage of your total estate (i.e. 25%)
Name*
First Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email
Phone*
Signature*
Date*
Please send a copy of this letter to my attorney.*
Choose one.
Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
To encourage others to also participate in Sha'ar Zahav's Our Legacy Community program, I permit my name to be listed in CSZ and jewish Community Endowment Fund printed materials related to the program.
Name as you would like it to appear:
I agree to participate in any oral history project regarding my Legacy commitment.*