Charitable Trusts
There are several types of trusts, each designed to serve different charitable and financial goals.
Charitable Remainder Trust
A charitable remainder trust allows you to contribute assets to Chabad of the Caldwells while receiving an income stream for yourself or your family. It is a widely used estate planning tool with potential tax advantages for you and your beneficiaries.
- Often funded with appreciated real estate or securities.
- Provides regular income payments to you or your family.
- May help reduce estate taxes.
- After your lifetime, remaining assets pass to Chabad of the Caldwells.
- A meaningful way to create a lasting Jewish legacy.
Charitable Lead Trust
A charitable lead trust provides payments to Chabad for a set number of years, after which the remaining assets are transferred to your family or heirs.
- Chabad receives income for a defined term.
- Assets ultimately pass to your beneficiaries.
- Allows you to support Chabad now while preserving assets for your family later.
- Often funded with appreciated assets such as real estate or securities.
Retained Life Estate
A retained life estate allows you to donate your home to Chabad while continuing to live there for your lifetime.
- You transfer ownership while retaining lifetime residency.
- You remain responsible for ongoing property expenses.
- After your passing, the property goes to Chabad of the Caldwells.
- May provide a significant income tax deduction.
- Ensures your home becomes part of a lasting Jewish legacy.
If you are considering any of these options, or would like more information on planned giving, please contact us.
