A Gift For the Generations

Congregation Ner Shalom has touched all of us in so many different ways. We all want to make certain this incredibly special community will be here to serve our future generations. With that in mind, we ask you to consider joining our Legacy Circle by adding Ner Shalom to your estate planning efforts.

Our Legacy Circle consists of members and friends of Ner Shalom who have generously agreed to remember Ner Shalom in their wills and estate plans. This is simple to do and can be done for estates of any size and for various types of assets, including life insurance policies.

If Ner Shalom has made a difference in your life, please consider joining our Legacy Circle so that your family, friends, and future generations will continue to have Ner Shalom as their spiritual home.

For more information on becoming a Legacy Circle member and for other ways to support our community, contact Elaine Leeder.

Once you have named Ner Shalom in your plans, please let us know by downloading, filling out, and sending us this form.

Information you may need for your documents:
Our Legal Name: Sonoma County Synagogue Center
Our Tax ID Number (“EIN”): 94-2832498

Financial ways to donate

  • No amount is too small. Every dollar will be used with gratitude and to best of the board’s ability to allocate your gift.

  • Will - name Ner Shalom as a beneficiary with a simple dollar amount or a percentage.

  • 401(k), 403(b) retirement fund or IRAs or other pension plans – as a full or partial beneficiary. Ner Shalom receives the donation, and you avoid income and estate taxes on that amount.

  • Cash – add Ner Shalom as a beneficiary on a bank account

  • Stocks or bonds

  • Life insurance beneficiary with tax advantages on the remaining amount.

  • If you have a donor advised funds you can name Ner Shalom as the beneficiary (partial or fully).

Non-Financial ways to donate

  • A percentage of an estate or the value of the estate after everything else is paid out.

  • Vehicle