Gift Planning

There are several ways to leave a legacy to Congregation B'nai Israel:

• Name the synagogue in your will or estate plan as a recipient of a set percentage or dollar amount of your estate
• Designate CBI as a beneficiary to a life insurance policy, retirement fund, or IRA
• Make a bequest of real estate, a valuable work of art or other personal property

Unrestricted gifts provide CBI with the maximum flexibility to allocate funds where the need is greatest.  If you wish to designate a more specific purpose to your gift, please consider one of the broad areas that serve our congregation’s core mission - worship and spirituality, Jewish education, or community and social justice – and let us know, so we can ensure that we will be able to honor your wishes.

The following sample provision may be helpful to you and your attorney.

“I bequeath to Congregation B'nai Israel,  1256 Nebraska St., Vallejo, California 94590, the sum of $ _________ * [or ________percent of my estate] for its general charitable, religious and educational purposes.”

If you have made a provision in your will, or would like more information, please contact our Office by phone: (707)642-6526