Planned gifts can be be percentages or dollar amounts of an estate and are a great way for middle class families to give the major gift they wished they could have given during their lifetime. 

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Focused on every step of the Jewish lifecycle, Chabad Pelham will utilize your bequest to lead the Jewish future. Leaving a bequest is a great way to safeguard our Jewish community. Your charitable bequest ensures that your support of Chabad will continue in eternity.

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How a Bequest Works

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• Designate a portion of your estate to Chabad Pelham for a Jewish legacy.

• Leave either a percentage or a specific amount to Chabad.

• A bequest does not cost you anything during your lifetime.

• After your passing, the trustee will transfer the money or real estate to our institution.

• Bequests are revocable and can be changed or modified during your lifetime.

• Bequests can relieve the tax burden of your family.

• This is the most popular way for individuals to leave a Jewish legacy.

• Please inform Chabad Pelham of your intention to leave a bequest, so we can properly recognize you as a member of the Jewish Legacy Society.

 

Residuary Bequest - Chabad is given a percentage of the estate.

Outright Bequest - Chabad is given a specific dollar amount or a specific asset, such as securities or real estate.

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Allow us to work with you, your family, and if desired your financial advisor, to develop the most personalized strategy for your goals. For more information contact us.