Planned and Estate Giving
You can support the Temple Beth Abraham (TBA) in a variety of ways, including through your estate. Including the Temple Beth Abraham in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow TBA to continue its mission to promote healthy aging, independence and the well-being of older adults through health, wellness, educational, cultural, and recreational programs and services.
There are many charitable planned giving options available to you. For example, you can make a planned gift to TBA by naming Temple Beth Abraham as a beneficiary of your last will and testament, life insurance policy or retirement plan.
You can also name TBA as a beneficiary of a charitable trust. Your attorney or financial adviser can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.
Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial adviser on which strategy would work best for you.
Below please find examples of specific language that you may use to name Temple Beth Abraham as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. If you, your attorney or financial adviser has any questions, please do not hesitate to contact our Treasurer via this confidential form.
Gifts Under a Will
The following language is an example of wording that may be used to name the Temple Beth Abraham as a beneficiary of your last will and testament. You may either make a general or restricted gift to Temple Beth Abraham. In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate.
If you wish to make a restricted gift to TBA, please contact the Temple Beth Abraham Treasurer at the (603) 883-8184 or via this confidential form prior to finalizing your gift.
a. GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _______________________ Dollars ($__________________) to Temple Beth Abraham, located at 4 Raymond Street, Nashua, New Hampshire 03064, or its successors-in-interest, to be used for general purposes.
b. GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Temple Beth Abraham, located at 4 Raymond Street, Nashua, New Hampshire 03064, or its successors-in-interest, to be used for general purposes.
c. RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: I hereby give and bequeath _____________________ Dollars ($__________________) to Temple Beth Abraham, located at 4 Raymond Street, Nashua, New Hampshire 03064, or its successors-in-interest, to be used for [insert donor restriction].
d. RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to Temple Beth Abraham, located at 4 Raymond Street, Nashua, New Hampshire 03064, or its successors-in-interest, to be used for [insert donor restriction].
Gifts from a Trust
The following language is an example of wording that may be used in the event Temple Beth Abraham is named as a contingent beneficiary of a trust estate. Please keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate.
[Insert contingency (e.g., Upon the death of my spouse)], the Trustee shall distribute ________________ Dollars ($__________________) to Temple Beth Abraham, located at 4 Raymond Street, Nashua, New Hampshire 03064, or its successors-in-interest, free and clear of trust, to be used for general purposes.
Contractual Gifts
The Temple Beth Abraham may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)). In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:
Temple Beth Abraham, located at 4 Raymond Street, Nashua, New Hampshire 03064, or its successors-in-interest.
General Information
Below please find some general information that may be beneficial to you in finalizing your estate plan.
Legal Name: Temple Beth Abraham
Incorporation Details:
- 501(c)(3) organization, classified as a public charity, exempt from federal income tax
- Tax ID: 02-0306431
Mailing Address:
Temple Beth Abraham
4 Raymond Street
Nashua, NH 03064
Attention: Treasurer