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This form simply establishes your intent to establish a legacy gift. You do not have to give any money now.

Once you have submitted the Letter of Intent, you become a member of the Temple Beth El LIFE & LEGACY Honor Roll, a visionary group that is rapidly growing.

About a year after submitting your Letter of Intent, you will be asked to formally confirm your gift. It is also an opportunity for you to consider again the amount of your gift and which organizations you wish to support.

    Letter of Intent
    By creating my Jewish legacy, I/we confirm my commitment to support the Jewish organization(s) that have been important to me in my/our life, to help them endure and thrive for future generations.

    I/We intend to leave a legacy gift and will formalize my/our gift.I/We have already made my/our legacy plan gift but have not yet shared this information.

    It is my/our desire that the following community partner organization(s) benefit from my/our legacy gift:

    Participating Organizations:

    Bi-Cultural Hebrew AcademyChabad New CanaanChabad StamfordCongregation Agudath SholomFriendship CircleSchoke Jewish Family ServiceStamford JCCTemple Beth ElTemple SinaiUnited Jewish FederationYoung Israel of StamfordOther

    My/Our legacy gift in the approximate amount of $  or %   of estate will be/was completed through (check one):

    Gift in Will or TrustLife InsuranceBeneficiary of Retirement FundsCashOtherUndecided

    To encourage others to make commitments to the future, I/we permit my/our name to be listed with other donors.
    YesNo

    Name as it is to be printed in listing

    By clicking Submit, I/we verify that the information set forth above is accurate. I/we also understand this Letter of Intent is not a legally binding agreement, and I/we may amend or modify it at any time. For questions, call Steve Lander at (203) 322-6901, ext. 304. or e-mail execdir@tbe.org.

    Life & Legacy Resources

    • Life & Legacy
    • How Can I Create a Jewish Legacy?
    • Funding a Legacy Gift
    • Top 10 Legacy Myths
    • Life & Legacy Honor Roll
    • Life & Legacy Letter of Intent
    • Life & Legacy Contacts

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