Bequests & The Heritage Society

sanctuary, fifth avenue entrance, doors

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.

Ready to make a bequest today? We’ve partnered with FreeWill to make it simple to create your legal will and start your legacy with Temple Emanu-El. This online tool from FreeWill can walk you through the process of writing your legal will for free. Their platform is easy to use, and most people finish their plans in 20 minutes or less. If you prefer to finalize your plans with an attorney, you can still use this resource to create a list of document wishes and gift intentions before meeting with your lawyer. Click here to create your legal will for free and establish your legacy with Temple Emanu-El.

Have you included a gift in your will or trust to Temple Emanu-El? Please take a minute to fill out this form so we can thank you for your lasting commitment to our community, and invite you to become a member of The Heritage Society.

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.