Charitable Gifts and Endowments

Kol Nidre Campaign

Our annual fund drive ensures that membership is available to all who seek to join our community, regardless of their circumstances.

Premium Dues Levels

Membership donations above the sustaining level are a means for those more fortunate to contribute their "fair share" – defined as 1.5% of gross household income - of Temple support. Another opportunity to help maintain wonderful programs, promote acts of loving kindness, and ensure that membership is available to all.

Endowing Your Dues

There are many ways to ensure that your loving support of your Temple community continues for all times. Perhaps the best option is through the purchase of a life membership at Temple Beth Zion. You would no longer contribute annual dues, and your life membership proceeds will be automatically contributed to the Endowment Fund upon your death.

Gifts to our Endowment

Whether made during lifetime or through bequests, trust arrangements or life insurance, contributions to the Rabbi Goldberg Endowment Fund ensure our Temple's continuing greatness for successive generations.

Gift Annuities

An opportunity to support Temple while still maintaining a predictable income for life and generating significant tax benefits.

Gifts for the Future

In general, your contributions can be made either as an outright gift during your lifetime, a gift provided by your will or as a gift in trust. Examples of these methods of contribution are as follows:

Gifts of Cash and Securities

Lifetime gifts of cash and securities are tax deductible. Gifts of securities which have appreciated in value and which you have held for more than one year allow for a dual tax benefit. In addition to receiving a charitable deduction in an amount equal to the fair market value of the appreciated security, you will not have to pay any capital gains tax.

Gifts of Life Insurance

There are several ways in which life insurance can be used as a method of contributing. For example, the Temple can be named as the irrevocable beneficiary of a new or old policy, or you can assign ownership of the policy to the Endowment Fund. Each method provides separate income and estate tax benefits.

Testamentary Bequests (Gifts by Will)

Bequests to the Temple may be either in the form of a specific sum of money (specific bequests) or all or part of what remains of your estate after specific provisions have been made for family and friends (residuary bequests). In addition, testamentary gifts may be established in trust.

Gifts in Trust

Either lifetime or testamentary contributions to the Temple may be structured as Charitable Remainder Trusts, with the income reserved for your lifetime or the lifetime of a beneficiary under your will and the remaining balance ultimately transferred to the Endowment Fund. In addition, lifetime contributions may be structured as Charitable Lead Trusts, with the income paid to the Temple, and the remaining balance ultimately reverting back to you or your designee.

Endowment Fund gifts and bequests may be made on a restricted or unrestricted basis. 

Capital Support 805 Delaware

While Phase I of enhancements to our historic facility have been completed, numerous capital gift opportunities remain. The Temple has worked with the renowned architectural firm of Hamilton Houston Lownie to ensure the continuing beauty of our spiritual and cultural home.

Star of David Sculpture

Also, spaces remain on our beautiful Star of David sculpture at the entrance to the Broder Center to honor your family or other loved ones.