This is your moment to hold hands across the generations — to ensure the Jewish life you helped build in Venice keeps growing long after you. A planned gift costs nothing today, takes care of your family first, and writes your name into the Jewish future of this community.
Have a donor-advised fund? Recommend a grant in about thirty seconds — no forms, no paperwork.
Most legacy gifts — a line in your will, a beneficiary designation — don't touch your finances during your lifetime, and stay changeable as life changes.
A planned gift is made from what remains after your loved ones are cared for — a percentage, a fixed amount, or a specific asset. Many gifts also reduce the tax burden on your heirs.
From Hebrew School to the seniors' Sunshine Club, everything Chabad of Venice does is community-funded. Your legacy keeps those doors open for the next generation.
If you have a donor-advised fund — a Fidelity Charitable, Schwab Charitable, Vanguard Charitable, or Jewish federation fund — the money is already set aside for tzedakah. Recommending a grant to Chabad of Venice takes about thirty seconds: choose your fund, log in, done. We'll pull your details straight from your fund, so there's no form to fill out.
Log in to your fund and recommend a grant — Fidelity, Schwab, Vanguard, BNY Mellon, Jewish federation funds and more.
A DAF grant isn't separately tax-deductible — you took that deduction when you funded the account. Not sure whether you have a DAF? Call us at (941) 493-2770 and we'll help you find out.
Different tools for different situations — all of them simpler than they sound. We'll help you and your advisor find the right one.
The simplest gift on this page, and the only one you can complete right now. Recommend a grant from your Fidelity, Schwab, Vanguard, or federation fund — the money is already committed to charity, so it's just a matter of directing it here.
Leave a percentage of your estate, a fixed amount, or a specific asset. It's a sentence in your will, it's revocable during your lifetime, and it's the single most common way people leave a Jewish legacy.
Name Chabad of Venice as a beneficiary of an IRA, 401(k), or life-insurance policy — a five-minute form with your provider, no attorney needed. Insurance proceeds pass outside your estate, and retirement accounts left to charity avoid income tax your heirs would owe.
Fund an annuity with cash or stock and receive a fixed payment for life — at rates set by the American Council on Gift Annuities that rise with your age — with part of the income tax-free. What remains becomes your legacy gift.
A charitable remainder trust pays income to you or your family and leaves the remainder to Chabad; a lead trust does the reverse — income to Chabad now, assets back to your heirs with significant tax advantages. Appreciated real estate or securities are often the perfect asset.
Leave a residential or commercial property — or deed your home to Chabad now while keeping the right to live in it for the rest of your life (a retained life estate), which earns you a substantial tax deduction today.
Bring this to your estate attorney — it's all they need:
I bequeath to Chabad of Venice & North Port, a not-for-profit corporation having its principal offices at 21560 Angela Ln., Venice, FL 34293, the sum of $______ (or ____% of my residuary estate) to be used for its general charitable purposes.
Chabad centers are each financially independent — make sure your gift names our center exactly, so it benefits the community you know and love.
Yes. Every gift matters, at every size. A legacy gift isn't about wealth — it's about making sure the community that mattered to you keeps thriving. Many of our most meaningful gifts are modest percentages of ordinary estates.
No. Most legacy gifts are revocable and changeable throughout your lifetime. The important step is the first conversation — the details can evolve as your life does.
Please do. Letting us know allows us to thank you properly, welcome you to the Jewish Legacy Society, and plan responsibly for the future. Your intentions are kept fully confidential.
We encourage it — always consult your advisor and family when considering a planned gift. We're happy to work directly with your attorney or advisor and provide any language or documentation they need.
Everything is confidential, nothing is binding, and Rabbi Sholom will personally walk you through it — with your family and advisor as involved as you'd like.
Email Rabbi Sholom →Or call (941) 493-2770 — we'd be honored to welcome you to the Jewish Legacy Society.
