813-504-4432

You Can Create A Legacy Of Jewish Growth For Students

Your lasting legacy can assure Jewish experience for Jewish students. Make “Bais Menachem Chabad Inc.” a beneficiary of your will and other assets to continue your commitment to the growth of Jewish community. Your commitment supports the work of Chabad at the University of Tampa in Tampa, Florida. “Bais Menachem Chabad Inc.” is recognized by the IRS as an IRC Sec. 501(c)(3) organization.

WHICH DONATION IS RIGHT FOR ME?

Testamentary Bequests

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YOUR GOAL: Defer a gift until after your lifetime. (Most popular estate plan)

HOW TO MAKE THE GIFT: Name “Bais Menachem Chabad, Inc” in your will or living trust. (Designate a specific amount, percentage or share of the residue.)

YOUR BENEFITS:

  • Control of your assets for your lifetime
  • Donation exempt from federal estate tax
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Life Insurance

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YOUR GOAL: Make a gift with minimal cost to yourself

HOW TO MAKE THE GIFT: Change ownership on a paid-up life insurance policy you no longer need.

YOUR BENEFITS:

  • Current income tax deduction as allowable by law
  • Possible future deductions through future premium payments
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Retirement Plans

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YOUR GOAL: Eliminate the twofold taxation on IRA’s or other employee benefit plans.

HOW TO MAKE THE GIFT: Name “Bais Menachem Chabad, Inc” as the beneficiary of the remainder of the assets after your lifetime.

YOUR BENEFITS:

  • Allows you to make the gift from the most highly taxed assets; leaving more assets for BMChabad rather that being wasted by taxes
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Charitable Gift Annuity

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YOUR GOAL: Supplement your income with steady payments that are partially income tax-free.

HOW TO MAKE THE GIFT: You enter into a charitable gift annuity contract for the ultimate benefit of Bais Menachem Chabad. It pays you a set amount for life.

YOUR BENEFITS:

  • You enjoy current and future savings on income taxes
  • You received fixed income for one or more individuals for life
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Endowment

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YOUR GOAL: You create a lasting source of support for the future of Bais Menachem Chabad.

HOW TO MAKE THE GIFT: Your will, your separate trust, or your arrangement with the Tampa Orlando Pinellas (TOP) Foundation; establishes a funds that safely generates income to be used for BMChabad forever.

YOUR BENEFITS: 

  • Have your family’s name remembered in the future for its generosity and commitment to the future of Judaism
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Charitable Trusts

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YOUR GOAL: Secure a fixed and often increased income, or create a hedge against inflation.

HOW TO MAKE THE GIFT: Create a trust that pays income annually, while the principal is retained for “Bais Menachem Chabad Inc”.

 

YOUR BENEFITS:

  • Variable or fixed income for life
  • Immediate income tax charitable deduction                                                              
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Real Estate

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YOUR GOAL: You have the value of real estate you own support the work of BMChabad.

HOW TO MAKE THE GIFT: Your attorney creates a deed transferring the property to BMChabad. Or, give the remainder interest reserving for yourself a ‘life estate”.

YOUR BENEFITS:

  • You get a charitable deduction for the full value of the property. Without paying tax on the appreciation since you bought it. If you retain a “life estate” you can stay on the property continuing to use it for your life. Then it goes to BMChabad
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Contact Us

Chabad UT

Email: bmchabad@gmail.com

Phone: 813-504-4432

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