The first step in creating your legacy at Beth Tzedec is signing a Declaration of Intent to leave a Legacy gift. This non-binding form expresses your intention to leave a legacy gift, without requiring a finalized plan, specific amount, or immediate financial commitment.

Once you have signed a Letter of Intent, you will become a member of the Legacy Society, a growing group of individuals committed to ensuring Beth Tzedec’s future.

Approximately one year after submitting your Letter of Intent, we will invite you to complete a Gift Confirmation Form. This step formalizes your commitment and allows you to confirm which areas of Beth Tzedec you wish to support with your legacy gift.

Have Questions?

Check out our Frequently Asked Questions, or contact Jonathan Ain, Director of Development at (416) 781-3514 (Ext. 229) or jain@beth-tzedec.org to learn more about how you can make a lasting impact at Beth Tzedec.

This information is not intended to constitute or replace specific professional advice. Donors considering a legacy gift should speak to an advisor with appropriate tax and other expertise to implement a strategy that achieves their objectives.