Planned Giving

List of Endowment Funds Maintained for Beth El at the Jewish Community Foundation:

• Congregation Beth El Life & Legacy Fund– this is the fund to use if the donation is a result of pledges to the Life & Legacy Program; it can be used for Beth El’s general purposes
• Congregation Beth El General Endowment Fund – similar to the Life & Legacy Fund, the distributions can be used for Beth El’s general purposes, with input from the clergy, executive director, committee or arm and approved by the Board of Trustees
• Congregation Beth El Hebrew School Fund – to be used for Hebrew school programming upon request of Hebrew school committee
• Congregation Beth El Religious and Ritual Fund – to be used for support of religious observance and ritual at Beth El as requested by the senior Rabbi.
• Congregation Beth El Scholarship Fund – to be used to provide scholarships to members or children for various things such as congregation dues, Hebrew school tuition, confirmation class trip, special needs religious training, Camp Ramah, other scholarships, as requested by Endowment Committee
• Congregation Beth El Gift of Israel – expressly supports the Gift of Israel program
• A fund to be created by a donor – upon request of a donor a separate fund can be opened for purposes not above listed.

Sample language for a Will or a Trust: 

Under a Will:

I give, devise and bequeath [$ FILL IN DOLLAR AMOUNT] OR [___% of my residuary estate] to the [NAME ENDOWMENT FUND OR FUNDS FROM THE LIST ABOVE (leave off the description)] maintained for Congregation Beth El of Voorhees, New Jersey].

Under a Trust:

The Trustee shall distribute [$ FILL IN DOLLAR AMOUNT] OR [___% of the principal and any accumulated income of the Trust] to the [NAME ENDOWMENT FUND OR FUNDS FROM THE LIST ABOVE (leave off the description) maintained for Congregation Beth El of Voorhees, New Jersey].

To learn more about how to leave a legacy gift to the shul through the Life & Legacy program, please contact Roberta S. Clark, Development & Membership Director at 856-520-8742 or [email protected]