Ner Tamid Legacy Society - Planned Gift Intent Form

Members of the Ner Tamid Society ensure a legacy of support for CBST by naming us in their estate plans. Please fill out the form below to indicate your intent and a Development staff member will be in touch.

Primary Contact Information

Primary contact first name:

Primary contact last name:

Primary concat:

Email:

Mobile:

Street address:

City:

State:

ZIP:

Gift Details

Estate plan type:

JointIndividual

Secondary Contact Information

Secondary contact first name:

Secondary contact last name:

Secondary concat:

Mobile:

Email:

Planned gift type:

Please specify:

Gift value type:

Percentage:

Approximate estate value:

Estimated total value

Current total value/estimated total value:

CBST understands that this may not be the value at time of receipt; this number is for internal use only.

Amount:

We encourage Ner Tamid Legacy Society Members to make their bequests without restriction, to allow them to be used where they are most needed at the time, as determined by the Board of Directors. In the case you would like your gift to be used for a specific purpose, please contact development@cbst.org.

Amount for connector

Recognition Preferences

To encourage bequests from our members, we periodically acknowledge our Ner Tamid Legacy Society members in publications and online. We list names only.

Recognition preference:

Recognition name(s):

(e.g., Bob Smith and Joe Segal)

Signed:

Date:

CBST understands that all bequest provisions are revocable and that any intentions are not binding on your estate.

For your legal documents, our legal name is Congregation Beit Simchat Torah, and our EIN# is 23-7406899.

If you would like to speak with someone regarding your gift, please contact development@cbst.org or call 212-929-9498 ext. 818.

Name for record

Contact Information