Touro B’Yachad: Lifelong Learning Opportunities
PLANNED GIVING: A CONVERSATION ABOUT LEGACY
with DiMeo-Schneider, Investment Advisors for the Touro Synagogue Foundation
Monday, September 14 at 7:00pm
Recognizing that the long-term financial success of Touro Synagogue is dependent on a robust endowment, more than ten percent of our membership has joined the Tzedakah Society. Membership in this group is open to every congregant who informs us that they will include Touro in their will or estate plan. We don’t ask what the congregant intends to do and, more importantly, there is no minimum bequest.
In order to explain how simple it is to make such a bequest, the Tzedakah Society is hosting a Zoom conversation at 7:00 pm on August 25, 2020. The program will be presented by financial planners from DIMeo Schneider, the investment firm that manages the assets of the Touro Synagogue Foundation. This program is open to the entire congregation. During the program, the investment experts will provide an overview of the many ways congregants – of any age or financial status – can continue to support Touro beyond their lifetime. Learn how to simultaneously make a difference and enjoy tax savings by starting your planning at an early age. We promise that there will be no solicitation of any kind. And, regardless of what charitable organizations are near to your heart, this program should be of interest to you. Please join us!
CLICK HERE TO REGISTER
Zoom link provided upon RSVP