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The Life & Legacy process is very easy. You may express your plan for an after-life gift by completing a letter of intent. The letter of intent is not a legal obligation, and may be changed or modified at any time at your discretion. You do not need to know the giving vehicle or amount of your legacy commitment when you complete the letter. You have up to a full year in which to formalize your intent. Beth-El Congregation’s Life & Legacy Program is being kick-started as part of a two year long partnership program offered by the Harold Grinspoon Foundation, Jewish Federations of North America, and the Jewish Federation of Fort Worth & Tarrant County, that provides training, support and monetary incentives to motivate organizations to secure meaningful after-lifetime legacy gifts.
The Beth-El Congregation Life & Legacy team is comprised of:
Michael Appleman (817-877-2803)
Steve Katten (817-307-7694
Howard Bellet (817-937-4613)
Beth-El President Laurie Kelfer (817-821-7422) is also on the team.
Feel free to contact any of them if you have questions or wish to discuss the Life & Legacy Program further.