Legacy Circle Confirmation Form - Form - Congregation Rodef Sholom

Thank you for considering Congregation Rodef Sholom in your will or estate plans. This form is meant to be a notification to Congregation Rodef Sholom that you have made a provision in your estate plan for the synagogue. This is not a legal document. If you wish to make a current lifetime Legacy gift, please contact Tracey Klapow by email or phone at (415) 479-3441.

I/We have made provisions for Congregation Rodef Sholom in my/our estate plans.

* First Name

* Last Name

* Email Address

* Mobile Phone

* Address

* City

* Zip Code

I/We have included Congregation Rodef Sholom in my/our estate plan by means of:

Bequest in will or trustBeneficiary of IRA or a 401(k) or 403(b) retirement planBeneficiary of a life insurance policyBeneficiary of a Donor-Advised FundCharitable Gift AnnuityCharitable Remainder TrustCharitable Lead TrustInterest in Real Estate

* The congregational program and/or purpose we wish our gift to support are:

If selecting "other," please describe:

The current value of this gift is approximately:

I/We do not know the value.I/We do not wish to disclose the value.

On the listing of donors, my/our name(s) should appear as:

I/We do not wish my/our name(s) to appear on any public roster and prefer to remain anonymous.

May we contact you personally to further discuss your gift intentions? All information and conversations are held in the strictest confidence.

Please Select OneYesNo