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Bequest- Creating a Jewish Future

Focused on every step of the Jewish life cycle, Lubavitch of Montgomery County 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 Lubavitch of Montgomery County will continue in eternity.

How a Bequest Works

  • Designate a portion of your estate to Lubavitch of Montgomery County for a Jewish legacy.
  • Leave either a percentage or a specific amount to Lubavitch of Montgomery County.
  • 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 Lubavitch of Montgomery County of your intention to leave a bequest, so we can properly recognize you as a member of the Jewish Legacy Society.

Residuary Bequest - Chabad/Lubavtch of Montgomery County is given a percentage of the estate.

Outright Bequest - Chabad/Lubavitch of Montgomery County is given a specific dollar amount or a specific asset, such as securities or real estate.

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.