Make a planned gift to the Torah Fund Campaign of WLCJ and help ensure the enduring education of our future Jewish leaders and the strength of our Conservative/Masorti Jewish communities. Become a member of the Torah Fund Legacy Society and receive a charm you can attach to your pin to demonstrate your continued support of our important work.
To learn more, contact the Torah Fund Legacy Society Co-Chairs Donna Burkat or Shula Fleischer.
Note: Please consult your attorney or financial advisor when making a bequest. Torah Fund does not offer financial, tax, or legal advice.
“I believe the single most important thing I can do to change the world, even after I am gone, is to help ensure that high quality education is available to the future leaders of the Jewish world.”
―Cory Schneider, in planning her bequest
For inquiries, email TFAA@wlcj.org or call the Torah Fund office at 405-870-2160.
It is a gift of an asset, an after-lifetime gift.
Everyone. This is not just for the wealthy or seniors. There is no minimum gift required and no expectation of payment while you are living.
Legacy gifts are usually only a percentage of your estate and demonstrate to your heirs your commitment to Jewish values.
We are very grateful for your current and past giving to Torah Fund. A legacy gift is needed to ensure that Torah Fund will continue its support for many, many decades. Recent studies show that in 20 years organizations will need to generate 20%-25% of their operating budget from legacy gifts in order to meet their obligations.
Legacy gifts can take many forms: stocks, bonds, retirement assets, cash, life insurance proceeds, etc.
There is no correct amount – it varies from person to person – and must be what is right for you. Any amount is appreciated. Some people will choose to give a set dollar amount, some will specify a percentage of their estate, or all or part of a particular asset. No gift is too small.
Yes – if your circumstances change, you can adjust the amount of your gift.
There are many ways to leave a legacy gift: by making a bequest in a will or trust; by naming the organization of your choice as a beneficiary of a life insurance policy, IRA, or pension fund; by giving a gift of cash or assets. Please consult your professional advisor to determine which method of giving is best for you.
If you want to leave a legacy gift through your will, it may need to be changed. Suggested language is available from the Torah Fund office on a form entitled ‘Making a Bequest in Your Will’. The Torah Fund office does not offer legal, financial, or tax advice. Please consult your professional advisor. Alternatively, you may wish to make your legacy gift without changing your will, by designating Torah Fund as the beneficiary of a different financial instrument, such as those listed Question 8, above.
The long-term future of Jewish education requires adequate financial resources. By leaving a legacy gift, you help ensure that the values and services of Jewish educational institutions that Torah Fund supports will be part of our community’s resources long into the future.
State laws will determine the disposition of your estate if you don’t have a plan in writing. Even if you don’t have a family, you should still create an estate plan that reflects the things you care about.
The advantage of legacy giving is that no money is paid now. The gift is paid after your passing, from what is left in your estate.
One option is to name Torah Fund as a beneficiary of an account you already have. You might also consider a life insurance policy, with Torah Fund as a beneficiary.
The money will be divided among the institutions that Torah Fund supports at the time your gift is received. Currently the funds are used to help sustain these remarkable degree-granting institutions of higher Jewish learning of the Conservative/Masorti movement worldwide:
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