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Legacy Gift

 

Building a Better Future

For over 75 years, Burbank Temple Emanu El has continued to thrive and be a hub of Jewish life in Burbank and beyond.  Because of our dear members, BTEE has continued to grow. Ensuring our continued future is a collective responsibility and we need you!

​Planned gifts help to ensure the strength and continuity of Burbank Temple Emanu El (BTEE). A planned gift is one that is committed during a donor's lifetime naming BTEE as the beneficiary at the time of the donor's death. Please consider making a positive difference by creating your philanthropic legacy.  Give what you can and consider the following actions:

  • Donate money from your estate: Commit to a specified amount to be paid out of your estate or trust in one lump sum. This can help BTEE provide endowment support or operational necessities.
  • Make an estate gift of other assets: Please consider donating stocks, bonds, and other financial products that have grown in value since you first purchased them. This can make it possible to give a larger donation for less cost.
  • Include BTEE in Your Will or Trust: An easy and flexible way to extend your support. You can agree to donate a specific dollar amount or leave a percentage of your assets from your estate. Typically something as simple as one sentence in your trust documents or will is all it takes to establish your gift.
  • Donate Retirement Plan Assets:  By making a simple designation on your plan’s beneficiary designation form, you can save your loved ones from a significant tax burden while helping BTEE.
  • Donate a Life Insurance Policy: You can donate a no-longer-needed policy or simply name BTEE as the beneficiary.

Make a declaration of your legacy plans and join the Legacy Society: Download our Future Legacy Gift Declaration of Intent form

​Learn how to name Burbank Temple Emanu El as a beneficiary of your estate planning arrangements and download the BTEE Legacy Gifts: Sample Letter of Bequest

​Please consult with your professional advisors to determine the best way for you to include Burbank Temple Emanu El in your estate plans.

If you would like to speak with a Burbank Temple Emanu El volunteer about a legacy gift, please contact giving@btee.org.

Mon, June 17 2024 11 Sivan 5784