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Methods for Contributing to The TBE Foundation

Listed below are a few methods for leaving a lasting legacy to Temple Beth-El, many of which can provide tax benefits to the donor. Please consult your tax advisor for specific advice and recommendations.

• Bequests: Through your will you can make a planned gift to the Temple Beth-El Foundation without impacting your finances during your lifetime.
• Life Insurance: Name the Temple Beth-El Foundation as beneficiary benefits of a life insurance policy. Relatively small annual premiums can result in a substantial gift to the Foundation.
• Appreciated Assets: Selling stocks, bonds, securities, or real estate that have appreciated significantly in value may trigger substantial capital gains tax. However, contributing them to the Temple Beth-El
• Foundation may avoid the capital gains tax, and may allow an income-tax deduction. Appreciated assets can be a wise way to make charitable gifts. Again, please consultant your tax advisor for specific advice and recommendations.
• Retirement Assets: Retirement Plan assets can generate significant taxes at death, and can therefore be a wonderful vehicle for chartable endowment gifts. Your tax advisor can help you determine whether you are a candidate for making a substantial retirement assets donation (pension, profit sharing, Keogh, IRA, 401(k), etc.).
• Gift Annuity: Tax-deferred fund that generates a guaranteed income payable for the beneficiary of your annuity. This is done in partnership with the Community Foundation of Greater Birmingham

There are many opportunities to contribute to the Temple Beth-El Foundation. Listed below are suggestions for giving:

• Named Fund: With a minimum contribution of $5,000, a congregant can create a named fund whose allocations could be designated for a specific purpose or for the general use of the Temple.
• Add to an Existing Named Fund: A minimum contribution of $100 is required to add to an existing Named Fund.
• Add to the General Fund: Contributions can be made into the Foundation’s General Fund.
• Add to the Deferred Maintenance Fund: This special fund provides for major repairs and renovations to the Temple building.
• Add to the Programming Fund: This special fund is available for unique Temple programming opportunities.
• Add to the Education Fund: This special fund is used for exceptional projects for the Religious School.

*In honor of the Foundation’s 50th anniversary and as a means for perpetuating the fiscal health of the Foundation, the Congregation is being offered a special opportunity to create a Donor Wall Named Fund. These funds are often initiated to honor a special occasion, a special donor interest, as a memorial or a variety of other reasons. The minimum donation required to create a Named Fund is $5,000. During this special celebration, the $5,000 pledge can be paid over a five year period. The entire $5,000 fee must be paid in full before the stone is engraved and displayed. Additional contributions must be in $100 increments. Step up and show your support.

For more information, please contact Barbara Gordon, Foundation Executive Director, at barbaragordon@charter.net, 978-5542, 862-5641 or leave a message in the Temple office. Show that you are also committed to Beth-El’s goal of future financial solvency, by creating a fund that will be a perpetual symbol of your commitment.