“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:
- Proper Jewish Burial- While this is not directly related to a planned gift, if you're thinking about estate planning, it's the right time to pre-arrange a kosher Jewish burial and plot . The sages teach that buying a plot young is a merit for long life. Feel free to reach out for more information about kosher burial (and for sure not cremation, G-d forbid).
- 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
- For stock donations:
- 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.