IRA or Pension Plan
Retirement plan assets passed on to your heirs are subject to taxes that most other assets are not. Thus, naming The Camp Shomria Endowment Fund as the beneficiary of your retirement plan is one of the most efficient ways of passing on your values to the next generation. These assets are not governed by your will or trust. You must use a separate beneficiary designation form that can only be provided by the administrator of your retirement plan. On that form use the following language: The Camp Shomria Endowment Fund, EIN number 13-565-3335
All donors who create a Camp Shomria Legacy by making plans for a gift in their will, trust, or other part of their estate plan will join those who have established Endowments in their lifetime in the Camp Shomria Legacy Society. Members of the Legacy Society who have committed to ensuring that their values live on will be recognized in our publications, including our annual report. If you wish to make a targeted donation for Camp Shomria we can accommodate your priorities.
All donors who create a Camp Shomria Legacy by making plans for a gift in their will, trust, or other part of their estate plan will join those who have established Endowments in their lifetime in the Camp Shomria Legacy Society. Members of the Legacy Society who have committed to ensuring that their values live on will be recognized in our publications, including our annual report. If you wish to make a targeted donation for Camp Shomria we can accommodate your priorities.
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