WILLS AND BEQUESTS
What are the benefits of making a bequest?
You invest in the future of the Lake Norman Jewish community.
You perpetuate your beliefs and become a role model for future generations.
You become a member of the Living Legacy Society and join many others who are making a significant difference in the lives of so many.
How do I make a bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, your synagogue, or Chabad Lake Norman as part of your estate plan.
What are my options?
A bequest can be made in several ways:
You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets
Call Rabbi Chaim Greenberg, at 915-760-1250 or email firstname.lastname@example.org to move forward with your generous gift to the community.
Disclaimer: As with all of your important financial decisions, please consult your accountant, lawyer or other financial advisor before making any donation. All gifts are subject to review prior to acceptance.