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Planned Giving Opportunities at TINW

Planned Giving provides you with an opportunity to make a larger and more impactful gift to Temple Israel of Northern Westchester (TINW) than you ever thought possible. Planned Gifts are typically the most significant gifts you will ever make because they continue to work for TINW for many years into the future. 

Designate TINW as a beneficiary of your retirement plan or insurance policy, here’s how:

Existing Insurance Policy:  Contact the company that holds your retirement plan or life insurance policy. Let them know that you would like to update your beneficiaries, and they will send you a form. On the form you determined the percentage you would like to go to TINW. 

New Insurance Policy:  Another approach is to create an additional life insurance policy and name Temple Israel as the beneficiary. A new policy allows you to make a larger legacy gift than you may have considered or had the means to make. With low monthly tax-deductible payments on a new policy, you can turn your $500 a year into $50,000 when you are gone. 

simple ways to include TINW in your Will

  • We can help by giving you some of the standard legal language to add into your will.
  • You work directly with your attorney to determine the precise wording that is added to your will.
  • You are in complete control of the percentage of assets or funds that are designated to TINW in your will.
  • Alternatively, you can identify a specific amount to leave to TINW in your will.

Let us help you plan


TINW can help in all planning

We are always here to talk about your and your family’s needs and to make the appropriate introductions for any other pre-arrangements if desired.

Planned giving allows you to impact TINW’s future for years to come.  We can help you work out the specifics if you would like assistance. We’d love to help you!  Contact us directly via phone or email to discuss the planning or to schedule a time to talk in more detail.  Call us 914.271.4705 x121 or email us at treasurer@tinw.org.

Wed, November 25 2020 9 Kislev 5781