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Planned Giving

Making a Planned Gift to Washington Hebrew Congregation empowers you to invest in our future through the financial and estate planning decisions you make today.

There are many options which can enable you to make a meaningful gift, satisfy your financial concerns, and offer you significant tax advantages. Please consult your legal and/or financial advisor about including Temple in your estate plans with a bequest, charitable trust, life insurance policy, or other appropriate vehicle. To notify us of a gift to the Temple in your estate plans, please contact Development Director Miriam Feffer.

How to Make a Planned Gift to WHC

Leave a lasting legacy at Washington Hebrew Congregation by including the Temple in your estate plans through a bequest, charitable trust, life insurance policy, or another appropriate vehicle.

There are several ways to make a planned gift.

  • Name the Congregation in your will or estate plan as a recipient of a set percentage or dollar amount of your estate. Your estate will be entitled to an estate tax deduction. For many donors, a bequest provides the opportunity to make a more significant gift than is possible during their lifetime.
  • Make a bequest of real estate, a valuable work of art, or other personal property. Just as with a bequest of cash, your estate will be entitled to an estate tax deduction.
  • Designate Washington Hebrew Congregation as a beneficiary to a life insurance policy, retirement fund, pension, or IRA. Most often, all that is required is to name WHC on the "beneficiary" line when you sign up for or modify your retirement plan. There are also alternatives for using a life insurance policy to benefit yourself and the Congregation during your lifetime
  • With your financial institution, set up a Charitable Remainder Trust that distributes a percentage of its value each year to you. Upon the end of the designated period, the remaining assets in the trust will be gifted to Washington Hebrew Congregation. This can be a beneficial vehicle to avoid capital gains taxes and/or receive a tax deduction now, and also to generate income for yourself and for the Congregation, both during and beyond your lifetime.

Maximize Your Impact

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Unrestricted gifts provide the Congregation with maximum flexibility to allocate funds where the need is greatest. 

If you wish to designate a more specific purpose, please consider one of the broad areas that serve our core mission — worship and spirituality, Jewish education, community, or tikkun olam — and let us know, so we can ensure that we honor your wishes.

Please consult your legal and/or financial advisor about the many ways to make Temple a beneficiary in your estate plans. The following sample provision may be helpful to you and your attorney.

"I bequeath to Washington Hebrew Congregation, 3935 Macomb St. NW, Washington, DC, 20016, the sum of $ _________ [or ________percent of my estate] for its general charitable, religious, and educational purposes."

To notify us of a provision in your will, or if you would like more information on Planned Giving, please contact Miriam Feffer.

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