Planned Giving

Leave a Lasting Legacy
and ensure the growth of Judaism in our community
for generations to come.


Leaving a portion of your estate to Chabad is the simplest way to reduce estate taxes and easiest way to leave a legacy.

This is your moment to hold hands across the generations. This is your moment to ensure a Jewish future that is spiritual and meaningful. This is your moment to leave a Jewish legacy.

Planned Giving builds Judaism where it is needed most, in your local community. From preschool to day school, visiting the sick or comforting the poor, this is your moment to make a difference. Join with us through the loving act of planned giving by leading your community to a strong and vibrant future.

This is your Moment.


How it Works

Focused on every step of the Jewish lifecycle, Chabad of Chabad 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 Chabad will continue in eternity.

  • Designate a portion of your estate to Chabad of Oakland for a Jewish legacy.

  • Leave either a percentage or a specific amount to Chabad.

  • 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 Chabad of Chabad of your intention to leave a bequest, so we can properly recognize you as a member of the Jewish Legacy Society.

Residuary Bequest – Chabad is given a percentage of the estate.
Outright Bequest – Chabad is given a specific dollar amount or a specific asset, such as securities or real estate.


Get in Touch

Allow us to work with you, your family, and if desired your financial advisor, to develop the most personalized strategy for your goals.

I’d like to learn more about leaving a legacy for the Jewish Community of Oakland.

Contact us