Declaration of Intent to Create Your Jewish Legacy
Please print this form and return to Beth Israel – The West Temple
While not a legal document, the Declaration of Intent indicates your heartfelt wish to provide support for the Jewish community with a bequest or other type of planned gift to Beth Israel – The West Temple.
It is with deep satisfaction and an abiding commitment to my community that I sign this declaration so that my intended contribution can provide for the future generations and assure continuity of services and programs in our Jewish community.
Name(s)_________________________________________________ Date__________________
Address______________________________________________________________________
Phone Number(s)_________________________________
Email________________________________
Birthdate(s)_____________________________________________________________________
I have already included Beth Israel – The West Temple in my estate plan. My charitable plan includes:
I intend to include Beth Israel – The West Temple in my estate plan and will make this provision during the next _____ months.
My gift will be made during this inaugural year and thus qualifies for recognition in the L’Dor V’Dor Society.
Privacy Statement
To encourage others to make commitments that will ensure a thriving future community, I permit my name to be recognized and listed in printed materials. My name should appear as follows:
Printed name(s)______________________________ Signature__________________________________
Printed name(s)______________________________ Signature__________________________________
I prefer to remain anonymous and do not want recognition.
Please return to: Beth Israel – The West Temple
Attn: Evan Fleisher
14308 Triskett Road
Cleveland, OH 44111
For more informationn, call: 440.665.5169
This material is presented for informational purposes only and should not be construed as legal, tax or financial advice.
When considering gift planning strategies, you should always consult with your own legal and tax advisors.
Beth Israel – The West Temple
14308 Triskett Road
Cleveland, OH 44111
216-941-8882
www.www.thewesttemple.com