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Planned Giving

Congregation Shir Hadash was formed and is funded by committed, visionary individuals - stakeholders in the long-term future of our community. One powerful way to invest in that future is to include Shir Hadash in your estate planning.  Visionaries help us build our future with lasting gifts. You can join our Legacy Circle by leaving a legacy to Shir Hadash as a planned gift or bequest.

When you make a legacy gift you are doing a mitzvah that is both financial and emotional.  You are standing up and saying that you believe in our Shir Hadash community and want to ensure its long-term viability and stability through a financial gift. Numerous options are available that include bequests made as part of a will; life income gifts via Charitable Remainder Trusts; creating a Charitable Gift Annuity; naming Shir Hadash as a beneficiary of your life insurance policy; or outright gifts of cash, appreciated property, or securities.

Creating a will or trust is one of the most important steps in planning for your future, and we encourage you to consider including Congregation Shir Hadash in your estate plan at a level that is appropriate for you and your family. Not only may this provide a tax benefit to you and to your heirs, but also will bring priceless benefit to our community.

Questions about Legacy Giving

Please download our Frequently Asked Questions. Wondering which Legacy Giving option is best for you? Please read some helpful case studies that may apply to your situation. If you have questions and would like expert help, you may email our Legacy Giving hotline at plannedgiving@shirhadash.org.

For more information about making charitable contributions to Congregation Shir Hadash, please contact Eric Stone at 408-358-1751 ext 9.

Creation of a New Special Fund

If you are considering a more substantial gift, you may also honor a loved one by creating a fund in their name to support a designated program or project at Shir Hadash. These gifts help support our vibrant and thriving congregational community, while helping you achieve your philanthropic goals and bringing additional meaning to special moments in your life. To learn more, please contact Eric Stone.

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