Declaration of Intent: Legacy Circle

Your Information

* Full Name of Participant 1

Email Address of Participant 1

a confirmation email will be sent here

* Phone Number of Participant 1

Participant 2

Full Name of Participant 2 (if applicable)

Email Address of Participant 2 (if applicable)

Phone Number of Participant 2 (if applicable)

Your Address

* Address:

* City:

* State:

* ZIP:

Steps Taken

* Please check the appropriate option(s) below, as many as apply:

I/We have already taken steps to include Congregation Shomrei Torah in our estate plan.I/We have named Congregation Shomrei Torah as a beneficiary of a trust or retirement account.I/We have NOT yet taken any formal steps to make a Legacy Gift, please contact me to discuss.

If Married

If bequest is made by a married couple, please indicate when the Legacy Gift is to be made:

Please describe your other arrangements:

Who to Contact Upon Passing

* Following the passing of the Legacy Participant(s), please specify who should be contacted:

Please specify other person or party:

* Contact Full Name:

* Contact Email Address

* Contact Phone Number

* Contact Address

Designate Your Gift

Most legacy gifts are earmarked for the CST Permanent Building Endowment Fund which was created to provide annual funding for the maintenance of our facility. This is a critical component of our budgetary needs.

If you wish to designate your legacy gift to another fund or activity, it is critical that you be specific so that your gift can be used without ambiguity, is utilized appropriately, and does not conflict with CST policies that govern the establishment and use of funds.

* Please select how we are to use your gift:

Please specify with detail how your gift is to be used:

I would like to be contacted about joining the Legacy Circle Planning Committee.

Signature(s)

* Electronic Signature of Legacy Circle Member 1

* Today's Date

Electronic Signature of Legacy Circle Member 2 (if applicable)

Today's Date

THANK YOU for your commitment to the Legacy Circle, please click SUBMIT below to finish.

Thu, May 9 2024 1 Iyar 5784