WHEN SHOULD I START THINKING ABOUT LEAVING A BETH TZEDEC LEGACY GIFT?

Jewish tradition reminds us that the time is always right to plan for future generations. Legacy planning ensures your values and passions live on.

HOW CAN MY LEGACY REFLECT MY VALUES?

Legacy planning is deeply personal. Consider how Beth Tzedec has touched your life and how your support can ensure the congregation thrives for future generations.

WHAT ABOUT MY CHILDREN?

Engaging your children in the process fosters meaningful discussions about values and giving. These conversations can inspire future generations to embrace synagogue philanthropy.

WHY SHOULD I REMEMBER BETH TZEDEC IN MY WILL?

You care deeply about Jewish continuity and want to see Judaism flourish in your community. Beth Tzedec serves our community today and will continue to serve generations into the future. A legacy gift ensures that our synagogue remains a vibrant center of Jewish life for years to come.

I AM NOT A WEALTHY PERSON. CAN MY GIFT MAKE A DIFFERENCE?

Yes, every gift is important. Leaving a bequest to Beth Tzedec is your opportunity to take care of your family while also creating a meaningful Jewish legacy. Gifts of all sizes contribute to the strength and sustainability of our congregation.

WHO CAN HELP ME ARRANGE MY LEGACY GIFT?

You can talk to a financial planner, lawyer, accountant, trust officer or insurance agent about a legacy gift to Beth Tzedec. These advisors can explain the many tax and planning benefits to you and can help you with ideas on how to leave a legacy gift that is meaningful to you. You may also contact us for more information and assistance.

WHAT IS A BEQUEST?

A bequest is a gift of property or assets left to Beth Tzedec in your will. A bequest can be established as either a percentage of your estate or a fixed sum. Every bequest is a powerful expression of faith in the future of our Jewish community.

IS THERE SPECIFIC WORDING I SHOULD USE IN MY WILL?

Yes. You will need to consider the type of bequest you want to make, and state it clearly. Your financial advisor or lawyer can also help. More examples can be found here. 

“I give Beth Tzedec Congregation  [the sum of _______] or  [_______% of the residue of my estate].” 

You will also need to include Beth Tzedec's legal name, address and charitable registration number: 

Beth Tzedec Congregation

1700 Bathurst Street 
Toronto, ON M5P 3K3  

Charitable Registration Number 13615 2527 RR0001

HOW CAN MY MONEY WORK FOR ME IN MY LIFETIME?

A charitable gift annuity is a popular way to support Beth Tzedec while receiving income during your lifetime. For example, setting up a gift annuity can provide guaranteed payments above market rates, offering both financial security and lasting impact.

HOW CAN LIFE INSURANCE BENEFIT BETH TZEDEC?

You can make a significant legacy gift by naming Beth Tzedec as the beneficiary of an existing or new life insurance policy. In some cases, this gift can be far greater than what you could donate during your lifetime, providing lasting support for our community.

WHAT IF I AM READY TO REMEMBER BETH TZEDEC IN MY ESTATE PLAN?

Ready to get started? Click here to visit our How to Begin my Legacy Gift Journey page. You may also contact Jonathan Ain, Director of Development at 416.781.3514 ext. 229 or jain@beth-tzedec.org for a confidential consultation. Once you advise us of your intention to make a gift, you will be automatically be welcomed into Beth Tzedec's Legacy Society.

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.