Q  “We really don’t have that kind of money.”
A  No specific amounts are required, any gift is appreciated. Most members leave a modest percentage of their net estate, and some have specified a dollar amount.

Q  “We are concerned that our children will need the money we have.”
A  Because there is no minimum amount required, you can leave the majority of your estate to your children and a smaller percent or amount to Legacy Circle.

Q  “We get the impression that the Legacy Circle is a sort of club for people who are really wealthy.”
A  Most members are not wealthy, and committing to the future of CST costs nothing in your lifetime. Members are those who want to make certain that CST is here for others in the future.

Q  “We don’t know what we may need financially when we get older—one of us has health problems.”
A  If you specifiy a percentage of your will or trust, you will have the money to meet your needs, and the congregation benefits only if assets are left after all of your needs have been met.

Q  “We may be able to consider this in the future, but not right now.”
A  The time to set up your legacy is now. Nobody can predict the future, so doing it now provides the satisfaction of knowing you are ensuring that Congregation Shomrei Torah will be there for future generations. By becoming a member now, you can enjoy companionship with many fellow members at the special events held regularly just for the Legacy Circle members to keep them apprised of current and future planning for CST.

Request more  info about Legacy Circle

The Legacy Circle Committee is here to answer  your questions, help you with the few necessary forms, and guide you through the process of guaranteeing the future of Congregation Shomrei Torah beyond your lifespan.

If you are interested but have questions before signing up, email the CST office.

Or call us at (707)578-5519.