Lucy Ozarin Legacy Society
“Your last will and testament is your final teaching. What do you want to say?”
~Rabbi Mordechai Liebling, Reconstructionist Rabbinical College
Vision and Innovation have been and continue to be the hallmarks that distinguish Congregation Beth El as a leader within the Conservative movement and as a vibrant center of Jewish life in Bethesda. Your legacy gift will ensure a robust future for decades to come.
Lucy Ozarin was a member of Beth El for nearly 60 years when she passed away at the age of 103 in 2017. With her long and active association as both volunteer and congregant in mind, Lucy remembered Beth El in her will…and left an astonishing legacy. We have honored Lucy’s generosity by naming our Legacy Society for her. It is our hope Lucy’s farsightedness will inspire other Beth El members to act similarly to ensure the future of our congregation and Jewish life in Montgomery County.
Leaving a Legacy Gift
It is hard to imagine a Jewish future in Bethesda without Beth El. Thanks to the hard work of so many of our congregants, we have laid a strong intellectual, moral, and spiritual foundation. Now, we can establish a solid and secure financial foundation for the next generation.
There are different ways to plan a legacy gift. Some can even be completed without the help of an advisor, although you are always encouraged to consult a professional to insure that your charitable plans are consistent with your plans for other loved ones.
Everyone has a unique family and financial situation. Your legacy gift of any size can be designed to match your personal circumstances. Options include:
- a gift in your will or trust
- a beneficiary designation in your retirement account
- a life insurance policy designation or gift
- an outright gift using cash, stock, real estate, or other property
- a charitable trust
In the same way that we make planned gifts to the colleges or universities we attend, or the hospitals where our loved ones were treated, so too can we plan for the future of our synagogue.
Ready to join us along with the other 75 Beth El members who have committed to Beth El’s future? Click here to download the Lucy Ozarin Legacy Society form.
Lucy Ozarin Legacy Society Committee
Cary Feldman, chair
Further questions? Need additional information? Contact Lori Ulanow, development director, at 301-652-8569 ext. 318 or firstname.lastname@example.org.