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Would you like to create a lasting, personal legacy you’ll be proud of forever? Make a charitable bequest in your will to Chabad Tucson.

Your gift will ensure a vibrant Jewish tomorrow for thousands across Tucson and Southern Arizona for generations to come.

It's Easier Than You Think

A bequest is one of the easiest and most impactful ways to leave a legacy. Even if you're someone of modest means, your gift can go a long way.

Here's how a bequest works:

  • A bequest does not cost you anything during your lifetime
  • With a Residuary Bequest, you designate a percentage of your estate to Chabad Tucson.
  • With an Outright Bequest, you leave a specific dollar amount or a specific asset, like securities or real estate, to Chabad Tucson.
  • After your passing, your trustee will transfer the bequest money or real estate to Chabad Tucson.
  • Bequests are revocable and can be changed or modified during your lifetime
  • Bequests relieve the tax burden on your family
  • This is the most effective way to leave a Jewish legacy

We’re Here To Help

We’d be honored to work with you, your family and/or your financial adviser/attorney, to develop a personalized strategy for your charity-giving. Please email info@ChabadTucson.com or call us at 520-881-7956 so we can set up a time to talk.

If you have been so generous as to include a bequest to Chabad Tucson as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

More About Your Bequest

The method used to make a bequest will depend on the kind of gift you choose to leave to Chabad Tucson.

Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete your bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing a beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the right "beneficiary designation" or "payable upon death" form. To complete your bequest, you will need to complete and sign the form and return it to them.

The last step in leaving any bequest involves the transfer to charity. Upon your passing, full value of the gift will be transferred to Chabad Tucson tax-free and your estate will receive an estate tax charitable deduction.

Sample Bequest Wording

I bequeath to Chabad Tucson, aka Chabad of Tucson Inc, having its principal offices at 2411 E Elm Street, Tucson, AZ 85719.

the residue of my estate after all other obligations have been fulfilled,

OR

the sum of ______ dollars,

OR

a percentage of _____ of my residuary estate,

to be used by Chabad Tucson for its charitable purposes of providing Jewish teachings and services to people around Southern Arizona.

Chabad Tucson, aka Chabad of Tucson Inc, Tax Id. No. 20-3353850, is a 501(c)(3).

 

When planning or writing a will, please contact an estate attorney who has experience in estate planning and m ake sure to discuss your wishes with your family and financial advisor.

To discuss this with one of the rabbis at Chabad Tucson, call 520-881-7956 or email info@ChabadTucson.com