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I AM LEAVING A LEGACY GIFT TO CHABAD

“As my ancestors planted for me, so do I plant for those who will come after me.” - TALMUD

A planned gift to Chabad of Temecula is the ultimate expression of your eternal commitment to Yiddishkeit. Planned giving can take a few forms:

  • Stock Donation - Donating stock while it’s high is a great way to give large gifts, reduce anxiety, and has generous tax benefits. (You can even buy the same stock back and reset your basis).
  • Retirement Account Donation - 401Ks, IRA’s, and other retirement accounts have the same benefits as stock donations, count towards minimum distributions and bypass even more taxes.
  • Planned Giving - Dedicating a dollar amount, percentage of or fixed asset from your estate as a charitable remainder trust to Chabad can allow you to significantly increase your eternal legacy and can unlock even more lucrative tax benefits.
  • Estate Tax - If you are subject to an estate tax, it is possible to completely wipe out this liability with a properly planned gift. Ask Rabbi Abrams for more details.

Information you might need:

  • Legal name : CHABAD OF TEMECULA
  • Tax Status : 501c3 Nonprofit
  • EIN : 47-2169594
  • Fidelity DTC : 0226
  • Account Type : Corporation
  • Click here for instruction sheet (passcode is number of mitzvos) or ask Rabbi Abrams for our account number (951) 234-4196.

Take Action

  • Please contact me
  • Anonymous Resources
  • Join Legacy Challenge
  • Stock Donation Instructions

Read on jewishtemecula.com