Gift Planning and the Emanu-El Legacy Circle
Including Congregation Emanu-El in your estate planning promises your children and future generations a place of worship, study and community. Your legacy gift automatically makes you a member of the Emanu-El Legacy Circle. With your permission, your commitment to the congregation will be honored by a permanent place of recognition at the synagogue as a tribute to your values and generosity, you will be acknowledged in our donor reports, and invited to special events during the year.
There are several ways to leave a legacy to Congregation Emanu-El:
- Name the synagogue in your will or estate plan as a recipient of a set percentage or dollar amount of your estate
- Designate Emanu-El as a beneficiary to a life insurance policy, retirement fund, or IRA
- Make a bequest of real estate, a valuable work of art or other personal property
Unrestricted gifts provide Emanu-El with the maximum flexibility to allocate funds where the need is greatest. If you wish to designate a more specific purpose to your gift, please consider one of the broad areas that serve our congregation’s core mission – worship and spirituality, Jewish education, or community and social justice – and let us know, so we can ensure that we will be able to honor your wishes.
The following sample provision may be helpful to you and your attorney.
“I bequeath to Congregation Emanu-El, Two Lake Street, San Francisco, California 94118, the sum of $ _________ * [or ________percent of my estate] for its general charitable, religious and educational purposes.”
If you have made a provision in your will, or would like more information on the Emanu-El Legacy Circle, please contact Julie Weinberg in the Development Office by phone: (415)750-7557.