CBS LEGACY CIRCLE LETTER OF INTENT

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LEGACY CIRCLE LETTER OF INTENT

I want to do my share to support Congregation Beth Sholom for generations to come through CBS’ Legacy Circle (EIN 94-1167429)

Therefore (check one):

I have made a provisionI will make a provision soon

to include a legacy gift to Congregation Beth Sholom through:

Bequest in my will or trustLife Insurance policyRemainder of IRA and other retirement plansTrustGift of real estate, securitiesPhilanthropic FundOther

If you are comfortable, please let us know the anticipated amount of your legacy gift:

% of estate or specified property

or fixed amount of $

This Letter of Intent is not a legal obligation and may be changed at my discretion at any time.

Full Name:

Name as you would like it to be recognized in Legacy Circle materials (if different from above):

Would like your gift to remain anonymous and not be recognized?

YesNo

I am making this gift:

In honor ofIn memory of

In honor/memory of

My Contact Information:

* Address:

* City, State, Zip:

* Email:

* Phone Number:

Contact information of named executor or professional advisor:

If you are comfortable, please send a copy of the final language in your legacy gift document and a completed form to:

Executive Director
Congregation Beth Sholom
301 14th Avenue, San Francisco, CA 94118
give@bethsholomsf.org

Thu, May 9 2024 1 Iyyar 5784

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