Ner Tamid

Our Ner Tamid Society celebrates all who make a commitment to making Temple Israel part of their estate plans. Your gift will make a lasting impact, and allow us to meet challenges and seize opportunities for growth through changes in demographics which are impacting almost every Jewish institution in the United States.

You can provide for Temple Israel’s future by making us a beneficiary of any of the following:

  • A simple bequest in your will – for a set dollar amount or a percentage of the residual
  • All or a portion of your Individual Retirement Account (IRA)
  • A new or existing life insurance
  • A Charitable Remainder Trust
  • A Charitable Gift Annuity

Benefits of Giving

In addition to supporting the mission of Temple Israel, a planned gift can provide you with substantial tax advantages, especially on gifts of stocks and real estate. The total income, estate, and capital gains tax savings and the probate expense savings can come close to the amount transferred. The benefits include: 

  • Income Tax Deductions
  • Reduced Capital Gains Taxes
  • Reduced Estate Tax

NEW LAW: Federal economic stimulus legislation may affect your giving.

Special Tax Incentives for Giving

Should you wish to include Temple Israel in your will or trust, please note that our legal name is Congregation Adath Israel. Your attorney may want to know Temple Israel’s tax identification number:  04-2104029

Bequest Language

A general bequest:

“I give the sum of_______ dollars ($_____) to Congregation Adath Israel of Boston Massachusetts for general purpose and use.”

A residuary bequest:

“I give _______ percent (___%) of the residue of my estate to Congregation Adath Israel of Boston Massachusetts for general purpose and use.”

Gift for preferred purpose:

“I give ______________ to Congregation Adath Israel in Boston Massachusetts, in support of.” It is my wish that this gift be specifically used to support [insert specific priority area such as education or young adults). If it becomes inappropriate or impossible to accomplish the purpose of the gift as described herein, then the board of trustees may designate this bequest to be used for the benefit of a substantially similar purpose.”

Please contact Shoshanna Goldberg, Director of Membership & Development for sample bequest language that fits your specific purpose or gift.

Shoshanna Goldberg