Bequests: Building a Lasting Jewish Legacy
A bequest is a meaningful way to ensure that Jewish life continues to flourish for future generations. By including Chabad of the Caldwells in your estate plans, you help provide the resources needed to support Jewish education, community programs, spiritual growth, and outreach for years to come.
Your legacy gift will help strengthen every stage of Jewish life, creating a vibrant future for our community while reflecting your personal values and commitment to Jewish continuity.
How a Bequest Works
- Include Chabad of the Caldwells as a beneficiary in your will or estate plan.
- You may designate either a specific dollar amount, a particular asset, or a percentage of your estate.
- A bequest requires no financial commitment during your lifetime.
- Upon your passing, the designated assets are transferred to Chabad according to your wishes.
- Bequests are fully revocable and can be updated or modified at any time.
- In many cases, charitable bequests may provide valuable tax benefits for your heirs and estate.
- A bequest is one of the simplest and most popular ways to create a lasting Jewish legacy.
We encourage you to inform Chabad of the Caldwells of your intention so that we may recognize your generosity through membership in our Jewish Legacy Society.
Types of Bequests
Residuary Bequest
Designate a percentage of the remaining value of your estate after specific gifts, expenses, and obligations have been fulfilled.
Outright Bequest
Designate a specific dollar amount or particular asset, such as securities, investments, or real estate, to Chabad of the Caldwells.
Our team is available to work with you, your family, and your professional advisors to help explore giving options that align with your personal, financial, and philanthropic goals.
For additional information, please contact us. We would be honored to assist you in creating a lasting Jewish legacy.
