BEQUESTS

SAMPLE BEQUEST LANGUAGE FOR ESTATE PLANNING

Bequest of a Specific Dollar Amount to a Jewish Foundation Fund

I hereby give, devise and bequeath the sum of_________ and No/100 dollars ($_______) to the ______________ Fund, a component of the Shalom Austin Jewish Foundation, ℅ Shalom Austin in Austin, Texas, Federal Tax ID 74-1469465, to be used exclusively for purposes established by the Endowment.

Bequest of a % of Estate or Residuary Estate to a Jewish Foundation Fund

I hereby give, devise and bequeath choose either [X% of my estate residuary estate] OR [the rest, residue and remainder of my estate] to the ______________ Fund, a component of the Shalom Austin Jewish Foundation, ℅ Shalom Austin in Austin, Texas, Federal Tax ID 74-1469465, to be used exclusively for purposes established by the Endowment.

If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We are happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals. Please contact foundation@shalomaustin.org with any questions.

Bequest: Planting the Seeds for a Strong Future

Several families have committed funds to a legacy account at the Jewish Foundation through their wills and estate planning. It’s a simple way to leave an asset of a particular value or percentage to an organization or cause.

Abby Rapoport, Shalom Austin immediate past board chair, and her family created a bequest to, as Rapoport states, “express continued commitment to the value that services and programs bring to our community long after we are gone.”

Carol and Sandy Dochen have created a legacy fund in their wills for both Shalom Austin and Temple Beth Shalom. It’s a simple bit of financial planning for the long-term benefit of the Austin Jewish community.