Legacy Challenge

By making a gift of your estate to Chabad, you will be ensuring a strong Jewish future in your community.  It will also send a valuable message to your family about the importance of Judaism.

Enclosed you will find a “letter of Intent” and information.  You can send us the letter in the enclosed envelope.  Once we get ten signed letters, the Chisick Family Foundation will make a generous gift to Chabad of West Orange County.  We are in round two of this project.  We received 10 letters of intent last year,  and the Chisick Foundation gave us a gift of $10,000.  They are now doing a second round.   If we complete the challenge by Purim, February 26, 2021,  we will receive another gift of $10,000.  Please help us reach our goal of 10 more commitments.

Here is how the Legacy Challenge works:

-The Chisick Family Foundation will provide a special gift of $10,000 to Chabad of West Orange County on condition that Chabad received ten signed “Letters of Intent by Feb. 26. 

-Fill out the attached “Letter of Intent” and ensure a strong and vibrant Jewish future.  This means that you are planning on including Chabad in your will.  This is not a legal obligation.

-Add Chabad of West Orange County, an IRS 501 3C Non-Profit Corporation, Fed. Tax ID   33-0377870, 5052 Warner Ave. Huntington Beach, 92649, Phone: 714-846-2285, as a beneficiary in your estate.

-You can designate either a percentage or a fixed amount of your estate to Chabad of West Orange County.  Gifts of a retirement account or Life Insurance policy can also be included as a commitment to the Legacy Challenge.

If you make Chabad of West Orange County your IRA beneficiary, 100% of the funds will be a Jewish legacy and will be exempt from all taxes.  Individual beneficiaries-other than nonprofits like Chabad – will pay up to 50% in state and federal taxes.  It is a great way to save your family from paying high taxes and strengthen the Jewish Community.

If you need any assistance, please call Rabbi Berkowitz at 714-808-2269.  If needed, we can also recommend an excellent Trust and Estate Attorney with extensive experience who can assist you.