You may:
Tax ID# 54-0733866
Yes! DAFs can be used for all charitable gifts to TRS, including Membership, Security and FMF (Facility Maintenance Fund).
That would be most welcome! You can make a general gift, a gift to the Endowment or pay your membership – or all of the above!
Absolutely. Depending upon your enthusiasms and the size of your gift, you may choose to direct your gift to either annual operating funds or to our Endowment, which provides for the future of our sacred community.
Our operating funds are to be spent each year, and there is one to match your interests. (We also have a fund called “Where It’s Needed Most” and that’s our Executive Director’s favorite fund.) See the “More About Your Donation” section below for a full list of our annual funds to which you can make a donation.
Certainly. Our Endowment is divided into targeted areas of support for congregational activities, as well as the General Endowment. We affectionately call these areas baskets:
A detailed list of restricted and unrestricted funds within these baskets is available below in the “More About Your Donation” section. As always, unrestricted gifts provide Rodef Shalom with the maximum flexibility to allocate funds where the need is greatest.
That’s certainly possible. Depending upon how restrictive you wish to make this new fund, you can start a named fund for $100,000 (or as much as $250,000 if you wish to create a new basket within the endowment). That’s a conversation to have with Hannah Moore. Note: One can make payments over several years to reach this minimum amount.
Absolutely! Making a gift of appreciated assets has tax advantages to the donor. Your broker can easily transfer directly to our account – just let us know. Contact Jessica Ingram, our Executive Director, or Hannah Moore, Director of Philanthropy.
That’s wonderful. It’s never too soon to think about leaving a legacy to support our lively sacred community, and how your values will live on after your lifetime. Please be in touch with the Hannah Moore so that we can be sure to honor your wishes and provide you with language for your gift. (Sample language here link.) Whether leaving a gift through your will, or naming the Temple as a beneficiary on your IRA or life insurance policy, you will become a member of our Morashah Legacy Society. This honorary society recognizes anyone who has informed us that they have included us in their estate plans. No minimum is required.
So glad you asked us in advance! While the objects may be meaningful and valuable, it may put a burden on the scarce resources of the congregation to receive and take care of such tangible property. Even selling such gifts requires storage, appraisals and resources we don’t have. Please discuss with Hannah Moore in advance any non-monetary gifts (with the exception of publicly traded securities) you are considering giving or leaving to the Temple in your will.
Another great question! We all love Judaica, and occasionally a piece can fill a need we have. Many times, however, we find ourselves very limited in what Judaica we can accept. Paintings, sculptures and other large objects require space and storage that are in very short supply. We are happy to help you think of another Jewish organization or museum that might be able to take your Judaica if we can’t accept it. Again, let’s talk.
There are actually tax implications to you, the donor, and to the Temple for gifts we accept and then sell (with the exception of publicly traded securities). Nothing is ever as simple as it seems! As a tax-exempt organization, we are subject to rules on reporting the tangible property we receive; these rules are more stringent on those gifts we resell. So again, please discuss with us first.
Through special programs and gatherings, we will honor Rabbi Schwartzman’s extraordinary impact on our community while inviting members to help secure Temple Rodef Shalom’s future by strengthening our endowment.
To honor our senior rabbi’s remarkable legacy, Temple Rodef Shalom is establishing the Endowment for the Senior Rabbinic Chair. Please click here to visit our Hineinu webpage and learn more.
As my ancestors planted for me before I was born, so do I plant for those who will come after me – Talmud (Ta-anit 23a)
Morashah means the legacy we pass on to the next generation. The Morashah Legacy Society recognizes those who have included Temple Rodef Shalom in their estate plans, helping ensure that our sacred community continues to thrive for generations to come. Through a will, trust or other planned gift, you can make a lasting difference while providing for your family’s future. There is no minimum gift amount, and all who inform TRS of their planned gifts are welcomed as members of the Society and invited to annual gatherings.
The Morashah Legacy Society recognizes individuals who have made a lasting commitment to Temple Rodef Shalom by including the congregation in their estate plans through a will, trust, life-income gift or other planned giving arrangement.
There is no minimum gift amount required. All individuals who inform TRS of their planned gifts are welcomed as members of the Morashah Legacy Society and invited to annual Legacy Society gatherings.
Whether you are considering a planned gift or have already included TRS in your estate plans, we would be delighted to hear from you. Please contact Hannah Moore, Director of Philanthropy or Noah Benjamin, Director of Development, to learn more or to let us know about your gift.
A planned gift is an investment in the future of Temple Rodef Shalom, helping ensure that our congregation can continue to provide outstanding Jewish education, meaningful worship and spirituality, innovative programs and services for all ages, and support for members through every stage of life.
Creating a lasting legacy doesn’t need to be complicated. While your own and your family’s financial security may make an outright gift difficult today, there are several ways to provide for your loved ones while making a meaningful gift to TRS in the future.
One of the simplest ways to make a planned gift is to include Temple Rodef Shalom in your will or trust.
A gift through your will, known as a bequest, allows you to designate a specific amount, particular assets or a percentage of your estate to TRS. Bequests are often among the largest charitable gifts individuals make, but gifts of every size are appreciated.
Because a bequest in your will is generally revocable during your lifetime, you retain the flexibility to change your gift as your circumstances or family needs evolve. Your estate may also qualify for a charitable estate tax deduction.
There are several ways to structure a gift:
Outright Gift: Designate a specific dollar amount or particular assets to Temple Rodef Shalom through your will or trust.
Residual Gift: Leave TRS all or a percentage of what remains in your estate after debts, expenses and other designated gifts have been fulfilled. A percentage-based gift adjusts automatically as the value of your estate changes.
Contingent Gift: Name TRS as a beneficiary if your primary beneficiaries do not survive you. This option is sometimes chosen by individuals with young families.
Your attorney or financial advisor can help you determine which arrangement best meets your goals.
You can name Temple Rodef Shalom as the beneficiary of all or part of your IRA or pension plan by completing a beneficiary designation form with your plan administrator.
Because distributions from many retirement accounts are subject to income tax when inherited by individuals, naming a charitable organization as a beneficiary may offer tax advantages for your estate and heirs.
You can make a planned gift by naming Temple Rodef Shalom as a beneficiary of a new or existing life insurance policy, particularly when the policy is no longer needed to provide financial protection for family members.
You may also choose to transfer ownership of a policy to TRS. Depending on how the gift is structured, there may be opportunities for income tax deductions or estate tax savings.
Some planned giving arrangements can provide income for you or your family while also supporting Temple Rodef Shalom.
Charitable Lead Trusts: These arrangements provide charitable support for a designated period, after which remaining assets pass to other beneficiaries.
Charitable Remainder Trusts: These arrangements may provide income to you or others for a period of time, with the remaining assets ultimately benefiting TRS.
Charitable Gift Annuities: These arrangements may provide fixed payments for life while ultimately supporting a charitable purpose.
These options can be more complex and should be explored with your legal and financial advisors. TRS can also help you learn more about the possibilities.
Planned giving offers an opportunity to support the future of Temple Rodef Shalom while addressing your own and your family’s long-term financial needs.
Depending on the type of gift and your individual circumstances, potential benefits may include:
We encourage you to consult your legal and financial advisors to explore the options that best support your personal, family and philanthropic goals. TRS is happy to work with you and your advisors as you consider your legacy.
Your planned gift helps ensure that future generations will have a vibrant Jewish community in which to worship, learn, celebrate and find belonging.
If you are considering a planned gift, have questions about your options or have already included Temple Rodef Shalom in your estate plans, please contact Hannah Moore, Director of Philanthropy or Noah Benjamin, Director of Development.
We would be pleased to welcome you to the Morashah Legacy Society and recognize your commitment to the future of our sacred community.
The goal of our year-end appeal is to keep our sacred community a place for all our families to call home, regardless of financial hardship or constraints. Your charitable year-end gifts are much needed, as Membership contributions do not cover the costs of running our congregation.
Ohel Ya’acov supports not-for-profit low-income housing, emergency and family shelters, and other frontline homeless and housing organizations in Northern Virginia. Every dollar raised is distributed to the local community. This fund is a major way we at TRS demonstrate our commitment as a sacred community to those in the wider community who are in great need.
Temple Rodef Shalom strives to be a place where prayer, learning and tikkun olam are vital and fulfilling components of our Jewish community. Your donations to Temple Rodef Shalom help sustain and strengthen our community. Contributions to our Operating Funds support the Temple’s daily needs, including worship services, educational programs, clergy, staff, and building maintenance. Gifts to our Endowed Funds help fund special programs and ensure long-term financial stability, allowing us to plan for the future and continue serving our community for generations to come. Every donation plays a vital role in keeping our congregation thriving.
Israel Connection Fund: supports programs on Israel that create understanding and connection
The Temple Rodef Shalom Endowment is composed of six thematic “baskets” and aims to preserve the community we have built together and strengthen the congregation for the future. The Endowment provides annual gifts to the Temple to underwrite expenses and programs that fit within these themes.
We are grateful to the members who have established the endowment funds at Temple Rodef Shalom which are listed below. For information about establishing an endowment fund or contributing to an existing fund, please contact the Director of Philanthropy, Hannah Moore.
The General Endowment is an unrestricted, long-term resource for supporting the Temple’s mission and programs.
The Capital Endowment is used to maintain, enhance and expand our facilities.
Named and designated fund:
Bunny’s Place Maintenance Endowment Fund maintains and enhances our outdoor gathering and play space.
Congregational Life Endowment is used for support and advancement of congregational engagement, knowledge and our magnificent spiritual home.
Named and designated funds, in alphabetical order:
The Endowment for the Senior Rabbinic Chair, established to mark the 36th year milestone with Rabbi Amy Schwartzman, provides annual support to Temple Rodef Shalom’s budget for the Senior Rabbi position, greatly improving the temple’s long-term financial stability.
The Spiritual, Worship and Clergy Endowment is used to serve the spiritual, pastoral and worship needs of our congregation: supporting ritual practices, worship services, clergy discretionary funds, and clergy positions and professional development.
Named and designated fund:
Harvey and Barbara Levin Memorial Fund is for the purchase of religious objects and refurbishment of our Sanctuary.
The Youth Engagement Endowment is used to increase opportunities for youth to engage with Judaism: supporting youth programs, education, scholarships, travel, and faculty professional development.
