Legacy Giving Letter of Intent/Confirmation of Commitment

Beth Shalom
5713 Yates Mill Pond Rd
Raleigh, NC 27606
919-858-7777
Beth Shalom Legacy Giving
Letter of Intent/Confirmation of Commitment Form

"No act of kindness, no matter how small, is ever wasted."
~ Aesop

Thank you for participating in the Beth Shalom Legacy Gift Society. By doing so, you help ensure the future of Beth Shalom as a place that provides a much needed community where adults, children and families can engage, connect, and further their Jewish identities. Use this form either to declare your intent to become a member of the Beth Shalom Legacy Gift Society or to inform Beth Shalom that you have formalized a legacy gift.

If you have questions, please email the Beth Shalom office.

We, at Beth Shalom, extend our heartfelt thanks and wish you and yours much joy, health, and happiness!
Name(s) of Donor(s)*
Address of Donor(s)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Preferred Phone Number*
Please enter a valid phone number.
Letter of Intent to Establish a Legacy Gift

I/we wish to share my/our blessings by declaring my/our intent to provide for the needs of future generations. By completing the statement below, I/we make this Declaration of Commitment to help provide for the needs of tomorrow.

In addition to stating our intent, I/we plan to formalize my/our intention within the following time frame:
If known, enter the number of months within which you plan to formalize this intent
I/We intend to establish our legacy gift through (circle all that apply)

Will or bequest of cash, real estate, securities, or other propertyTrustDonor advised FundRetirement accountLife InsuranceOther
Confirmation of a Formalized Legacy Gift

Complete this section after you have formalized your legacy gift to Beth Shalom or if you already have established a legacy gift to Beth Shalom.
I/We have formalized and established the following legacy gift (circle all that apply)

Will or bequest of cash, real estate, securities, or other propertyTrustDonor advised FundRetirement accountLife InsuranceOther
To encourage others to make commitments to the future, I/we permit our names to be listed.

YesNo
Comments or additional information
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