Bequests & The Heritage Society
When you name Congregation Emanu-El as a beneficiary of your estate you express your continued commitment to the temple and provide valuable support for all areas. These gifts may be made by designating the temple in your will or living trust. You may also name Congregation Emanu-El as a beneficiary of a paid-up life insurance policy, a retirement plan, or IRA, by revising the beneficiary designation form. Your personal advisors can suggest the best ways for you to include Congregation Emanu-El in your estate plans. You may also be able to achieve your philanthropic objectives as well as increase your current income with a Charitable Gift Annuity or Charitable Remainder Trust. Emanu-El offers a wide range of gift planning opportunities, and you may also be able to reserve a dedication or a memorial in anticipation of a future donation.
The Heritage Society is an honorary group formed to recognize those devoted members and friends of Emanu-El who have included a gift for the Congregation in their estate plans. All bequest intentions (with the exception of a contingent bequest), life-income, and planned gifts qualify one for membership in this esteemed society. Members of The Heritage Society receive invitations for exclusive events and are listed annually in the development newsletter, Window.
You may also contact Robyn Cimbol, Senior Director of Development and Philanthropy, by telephone (212-507-9524) or by email () to discuss bequests, personalized gift planning, and membership in The Heritage Society.