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Planned Giving Be a part of the Heritage Society Through Planned Giving Planned gifts help to insure the strength and continuity of Congregation Beth Or. A planned gift is one that is committed during a donor's lifetime naming Beth Or as the beneficiary at the time of the donor's death. Planned gifts can offer donors significant tax benefits as part of estate planning and may also be structured to provide income to donors during their lifetimes. The Planned Giving program at Congregation Beth Or encourages and assists, donor planned gifts to the synagogue by informing them about program needs, gift opportunities and techniques of planned giving. Prospective donors are also urged to seek the advice of their own counsel in matters relating to planned gifts, taxes and estate planning. For more information regarding Planned Giving, please contact Executive Director, Liz Hirsch at lhirsch@bethor.org |