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Where there is no bread, there can be no Torah; Where there is no Torah, there will be no bread. Pirkei Avot 3:17

Your Legacy Gift Method

Your Goal

How it Works

Ways to Give a Legacy Gift Now

Cash

Make a legacy gift to the Foundation today.

Make a gift via cash, check or credit card.

Appreciated Securities

Make a legacy gift to the Temple Shalom Foundation now.

Avoid capital gains tax.

Dollars pass to the Foundation income-tax free.

Use appreciated stock, bonds or mutual funds which have been held for more than one year to make the gift.

Colorado Childcare Tax Credit (CCC)

Provide a one-time, or multi-year donation specific to helping the Education Program at Temple Shalom.

Contact Temple Shalom directly for taking advantage of this donation.

For details, provided by Colorado Department of Revenue, reference Income 35 Child Care Tax Credit

Required Minimum Distribution (RMD) from IRA or Retirement Plan

Make a legacy gift to the Foundation today.

Avoid capital gains tax.

Dollars pass to the Foundation income-tax free.

Direct the holder of your securities to make a distribution, up to $1,000,000, to the Temple Shalom Foundation.

Ways to Give a Legacy Gift After Your Liftetime

Will or Living Trust

Defer your legacy gift until after your lifetime.

Preserve the ability to make modifications to your gift.

Name the Temple Shalom Foundation in your will or living trust, designating a specific amount or share (%) of your estate. Complete Bequest Form.

IRA or Retirement Plan

Beneficiary Designation

Defer your legacy gift until after your lifetime.

Preserve the ability to make modifications to your gift.

Dollars pass directly to the Foundation.

Name the Temple Shalom Foundation as one the beneficiaries of your retirement account.

Complete a change of beneficiary from with the holder of your account. Complete Bequest Form.

Life Insurance

Make a future legacy gift of a specific amount with reduced current cash outlay to support a large after your lifetime gift.

Purchase a new policy, or transfer an existing policy, and name the Temple Shalom Foundation as the owner or beneficiary. Complete Bequest Form.

Please consult your tax accountant to confirm the benefits of any donation on your individual finances.

What Will Your Legacy Be?
Temple Shalom Foundation

1523 East Monument Colorado Springs, CO 80909  (719) 634-5311   info@templeshalomfoundation.com