Potts Society

Become a Member of the Deborah & Efrem Potts Legacy Society

“As my ancestors planted for me, so do I plant for those who will come after me.”

Please consider combining your financial planning with philanthropy and make a lasting investment in the future of Beth Am.

• LIFETIME GIFTS
  • Make a gift to the endowment with cash or appreciated securities
  • Qualified Charitable Distributions from your IRA
• GIFTS THAT PROVIDE INCOME
  • Charitable Remainder Trust
  • Charitable Gift Annuity
  • Charitable Lead Trust
• AFTER LIFETIME GIFTS
  • Bequest in your Will or Trust
  • Beneficiary of a Retirement Account (IRA, 401K, 403b)
  • Beneficiary of a Life Insurance Policy
  • Transfer on Death (Bank or Brokerage) Account

This is for informational purposes only and should not be construed as legal, tax or financial advice. When considering gift planning strategies, you should always consult with your own legal and tax advisors.

Join the more than two dozen families who have included Beth Am in their estate planning.

For additional information please contact the Synagogue Office.