Planned giving
Leave a lasting legacy to the Jewish people — by naming Chabad in your will or estate plan.
A bequest is a gift you arrange now and that reaches us later. It supports the whole range of what happens here: the preschool, Jewish learning at every age, visiting the sick, helping people who are struggling. Your moment, your legacy, your Chabad.
It's easier than you think
- A bequest costs you nothing during your lifetime.
- With a residuary bequest, you designate a percentage of your estate.
- With an outright bequest, you leave a specific dollar amount or a specific asset, such as securities or real estate.
- After your passing, your trustee transfers the bequest to us.
- Bequests are revocable — you can change or remove one at any time during your lifetime.
- A bequest may reduce the tax burden on your estate; your attorney or tax advisor can tell you how it applies to you.
More about your bequest
The method depends on the kind of gift you choose to leave. Bequests of real estate, personal property, business interests, and cash are typically made by way of a will, a revocable trust, or a simple codicil to your current estate plan.
Other bequests — retirement assets, insurance policies, bank accounts, stocks and bonds — are usually made by completing a beneficiary designation form with the institution that holds them.
Sample wording
We can send you sample bequest language to give your attorney, along with our current legal name and address for the document. Please ask us for it rather than copying wording from elsewhere, so the details in your estate plan are correct.
We're here to help
This is a conversation, not a form. Rabbi Weinfeld is glad to talk it through with you and your family, in confidence and with no obligation.
Chabad of Silicon Valley is a registered 501(c)(3). We're not able to give legal or tax advice — please have your own attorney or advisor review any estate plan.