Information for Advisors
Information for Advisors
It is always appropriate to consult with your professional advisors when considering an estate gift. The following information can help you advisor facilitate your desired estate gift:
Legal Name: Shwayder Camp of Temple Emanuel
Purpose: To provide an enviornment that enables members of the camp community to create for themselves a meaningful Jewish life.
Address: 51 Grape Street, Denver, CO 80237
For brokerage information, contact Francie Miran at miran@EmanuelDenver.org or 303-388-4013, x335.
Recommended Language for Bequests and Testamentary Gifts:
Sample language for a specific bequest to Shwayder Camp through your will or living trust:
“I give to Shwayder Camp of Temple Emanuel of Denver 51 Grape Street, Denver, CO 80220, a Colorado non-profit corporation, the sum of $___ [or ___% of my estate; or the property described herin], for its general purposes.”
Sample language for a residuary bequest to Shwayder Camp through your will or living trust:
“I give to Shwayder Camp of Temple Emanuel of Denver 51 Grape Street, Denver, CO 80220, a Colorado non-profit corporation, all [or ___%] of the rest, residue, and remainder of my estate, both real and personal for its general purposes.”
A person wishing to support Shwayder Camp through a retirement plan, IRA or insurance policy, should request a Beneficiary Change form from his/her company or plan administrator. Beneficiary Change forms are often available online. Please indicate the desired gift amount or percentage and return/submit the completed form.
Shwayder Camp encourages estate gifts through other arrangements, including Charitable Remainder and Charitable Lead Trusts. However, Shwayder Camp prefers not to serve as Trustee of these gifts.
Purpose of Gift
Donors who make estate or outright gifts may designate their gift for a specific purpose. Such gifts can be designated to meet current a current need or to support and existing endowed fund for the specified purpose. Please contact Shwayder Camp for more information.
In addition, a donor who wishes to contribute $25,000 or more money to establish a Named Endowment Fund and may specify the program or activity that will utilize these funds (may be subject to board approval). Typically, these funds are named in honor of the donor, his or her family, or another individual. Please contact Francie Miran at miran@EmanuelDenver.org or 303-388-4013, x335, for more information about these options.
We created the Live On Society to honor and recognize those who remember us with an estate gift. This provided us with an opportunity to say “thank you” during a person’s life.
Shwayder Camp also recognizes that some donors prefer to remain anonymous regarding an estate gift. We honor and respect these wishes. In addition, we would appreciate the opportunity to express gratitude and appreciation for an estate gift whenever possible.
In some cases, a client may allow an advisor to share his/her name with Shwayder Camp. In others, advisors can play a helpful role in forwarding a “Thank You” letter to a client, while still preserving his/her anonymity. Please share any guidance. Shwayder Camp places great importance on thanking people for their confidence and generosity, while respecting their wishes in every instance.
If you have any questions at all, please contact Francie Miran at miran@EmanuelDenver.org or 3030=-388-4013, x335. There is never am expectation or obligation to complete any gift.