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Sholom Foundation Heritage Society

The Sholom Foundation Heritage Society was created to honor and recognize the many thoughtful and visionary friends who have included Sholom Foundation in their estate plans. For nearly 100 years, Sholom has made a considerable and meaningful impact on the entire community.

As a member of the Sholom Foundation Heritage Society, you are choosing to perpetuate a caring, comfortable and dignified environment for your elderly loved ones in a nurturing Jewish atmosphere.

Through your deferred gift, you will leave a legacy that will impact generations well into the future and long after you are gone.

Become a Heritage Society member through:

· a simple bequest in your will to Sholom Foundation—regardless of size;

· naming Sholom Foundation a beneficiary of your life insurance policy, IRA or pension fund; or,

· funding a Sholom Foundation charitable gift annuity or charitable trust

Several deferred giving options, such as a charitable gift annuity or charitable trust, can give you a reliable income stream at favorable rates and tax benefits for as long as you live, along with the knowledge that Sholom will receive the balance of this asset upon your death.

Hopefully, as each of us reaches an age at which we may require Sholom’s services; there will continue to be the programs and facilities of the Sholom Community Alliance to respond to our needs. I encourage those who have already made a provision for Sholom Foundation in their estate plan to let the Foundation know so we can honor you with membership in the Sholom Foundation Heritage Society. And I hope that many more in our community will join our visionary donors by including Sholom Foundation in their estate plans.

Jay D. Goldberg, Sholom Foundation President

Members of the Sholom Foundation Heritage Society will be honored and acknowledged in each issue of the Circle of Life newsletter as well as with permanent recognition at both the Norman and Lisette Ackerberg Campus in St. Louis Park and the new Rossy and Richard Shaller Family Sholom Campus to be built in St. Paul.

Have you named Sholom Foundation in your estate plans?

Would you like more information about providing a future gift to Sholom and membership in the Sholom Foundation Heritage Society?

If so:

· Please call Barbara Brooks at 952-939-1594 or email foundation@sholom.com for a Wills Kit with information about how any of the many options for deferred gifts might work with your personal financial and philanthropic planning

· Add a bequest* in your will (you may choose to use the suggested wording in a simple bequest)

· Complete the printable Letter of Intent and return to Sholom Foundation, 3610 Phillips Parkway, Minneapolis, MN 55426.

*We recommend that you contact your estate planning professional to make a bequest in your will or any deferred gift

A SIMPLE BEQUEST

A simple statement in your Will or Living Trust is all it takes to make a powerful gift. Gifts may be made in cash, securities, real estate or tangible personal property and may be fully deductible in determining your estate taxes.

You will want the provision to state our legal name:

SHOLOM FOUNDATION

A 501(c) (3) non-profit corporation in Minnesota

It would be helpful if you would notify Sholom Foundation of your bequest so you can be acknowledged and honored, and Sholom can plan for the future.

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