THE DAVID & RUTH GREEN
LUBAVITCH JEWISH CENTER OF ALASKA
CONGREGATION SHOMREI OHR- CHABAD
YOUR MOMENT.
YOUR LEGACY.
YOUR COMMUNITY.
This is your moment to hold hands across the generations. This is your moment to ensure a Jewish future that is spiritual and meaningful. To inspire young and old with our beautiful culture and build bridges in the Alaskan community. This is your moment to leave a Jewish legacy.
The Alaska Jewish Campus & Museum builds Judaism where it is needed most, in your local community. From preschool, Hebrew club, Camp and celebrating holidays together. Being there with so many at happy moments and difficult ones as well. visiting the sick or comforting the needy, 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.
MENU
FREQUENTLY ASKED QUESTIONS
We know this may not be easy, it may even sound complicated.
Here are some quick answers to help you navigate the many options.
WHY SHOULD I REMEMBER THE ALASKA JEWISH CAMPUS & MUSEUM IN MY WILL?
You care deeply about Jewish continuity and want to see Judaism flourish in Alaska. The Alaska Jewish Campus & Museum is serving our local community today and will continue to serve generations into the future.
I AM NOT A WEALTHY PERSON. CAN MY GIFT MAKE A DIFFERENCE?
Yes, every gift is important. Leaving a bequest to The Alaska Jewish Campus & Museum is your opportunity to take care of your family and create a meaningful Jewish legacy.
WHAT IS A BEQUEST?
A bequest is a gift of property or assets left to The Alaska Jewish Campus & Museum in your will. A bequest can be established as either a percentage of your estate or a fixed sum. Every bequest to Alaska Jeiwsh Campus & Museum is a powerful expression of faith and goodwill in the future of our Jewish community.
HOW CAN MY MONEY WORK FOR ME IN MY LIFETIME?
A charitable gift annuity is one of the most popular ways to help The Alaska Jewish Campus & Museum and receive income during your lifetime. For example, you can set up a gift annuity and receive a guaranteed payment far above market rates. The current rate for an 80 year old single life term is 6.8% percent.
HOW CAN LIFE INSURANCE BENEFIT THE ALASKA JEWISH CAMPUS & MUSEUM?
You can make a substantial Jewish legacy gift to The Alaska Jewish Campus & Museum through designating our non-profit as the named beneficiary of your existing life insurance policy. This gift can, in some circumstances, be far greater than anything you could donate during your lifetime.
WHAT IF I AM READY TO REMEMBER THE ALASKA JEWISH CAMPUS & MUSEUM IN MY ESTATE PLAN?
We would be honored to enroll you in the Jewish Legacy Society. Please take a moment and contact our center for a confidential consultation. Informing us about your intentions allows us to plan appropriately for the future. Thank you in advance for this generous contribution.
BEQUEST
Focused on every step of the Jewish lifecycle, the Alaska Jewish Campus & Museum 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 the Alaska Jewish Campus & Museum will continue in eternity.
How a Bequest Works:
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Designate a portion of your estate to Alaska Jewish Campus & Museum for a Jewish legacy.
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Leave either a percentage or a specific amount to Alaska Jewish Campus & Museum.
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A bequest does not cost you anything during your lifetime.
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After your passing, the trustee will transfer the money or real estate to our institution.
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Bequests are revocable and can be changed or modified during your lifetime.
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Bequests can relieve the tax burden of your family.
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This is the most popular way for individuals to leave a Jewish legacy.
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Please inform the Alaska Jewish Campus & Museum of your intention to leave a bequest, so we can properly recognize you as a member of the Jewish Legacy Society.
Residuary Bequest - Alaska Jewish Campus & Museum is given a percentage of the estate.
Outright Bequest - Alaska Jewish Campus & Museum is given a specific dollar amount or a specific asset, such as securities or real estate.
Allow us to work with you, your family, and if desired your financial advisor, to develop the most personalized strategy for your goals. For more information contact us.
CHARITABLE TRUSTS
There are various ways to set up a trust. Each one will serve a different purpose.
Charitable Remainder Trust
A charitable remainder trust is a highly recommended estate planning tool that allows you to donate your assets to the Alaska Jewish Campus & Museum while providing an income stream to you and your family. A charitable remainder trust has significant tax advantages for your children and beneficiaries during your lifetime.
Here’s how a Charitable Remainder Trust can work for you:
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Appreciated real estate or securities are often an excellent asset to place in a charitable remainder trust.
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You establish a remainder trust that provides income payments to you or your family.
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A charitable remainder trust will, in most cases, reduce your estate taxes.
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After your passing, the assets are given to the Alaska Jewish Campus & Museum.
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This is a significant and important way to leave a meaningful Jewish legacy.
Charitable Lead Trust
A charitable lead trust can be an effective estate planning tool to transfer the assets to your heirs with significant tax advantages, while making a meaningful gift to the Alaska Jewish Campus & Museum.
How Charitable Trusts can work for you:
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You can establish a lead trust that will make income payments to Alaska Jewish Campus & Museum for a predetermined number of years.
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After the trust term ends, the assets are distributed to you or your family.
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This is an outstanding way to give charity today, eventually leaving the asset to your heirs.
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Appreciated real estate is often an excellent asset to place in a charitable trust.
Retained Life Estate
A retained life estate is a strategy that allows you to donate a home to the Alaska Jewish Campus & Museum. while retaining the right to live in it for the rest of your life.
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You deed your home to Chabad, but retain the right to live there for the rest of your life.
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You continue to live on your property for as long as you want and are responsible for the expenses: maintenance fees, insurance, property taxes, repairs, etc.
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When you pass, the property is transferred to Chabad.
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You are able to receive a substantial tax deduction.
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You benefit by knowing your property or vacation home will ensure a Jewish legacy.
If you are considering a charitable lead trust or a retained life estate, or for any information on planned giving, please contact us.
RETIREMENT PLANS
You may wish to designate the Alaska Jewish Campus & Museum as a beneficiary of your retirement plan. IRA's, 401k's, Keogh Plans and others are subject to both estate and income taxes. Consider designating the Alaska Jewish Campus & Museum as a beneficiary. This outstanding gesture gives the Jewish community a substantial donation at a minimum cost to your family.
How to Designate the Alaska Jewish Campus & Museum as a Retirement Plan:
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Request a beneficiary change form from your retirement plan administrator and designate the Alaska Jewish Campus & Museum as the beneficiary.
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Designate the Alaska Jewish Campus & Museum as the beneficiary of your retirement plan.
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This gift avoids both income and federal taxes.
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This type of gift is easy and can be done at no cost.
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You can continue to take withdrawals during your lifetime.
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You can always change your beneficiary if circumstances change.
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Avoid the low payout of some IRAs, which sometimes pay your children 30 cents on the dollar, with a generous donation to our center of Jewish life and culture in Alaska.
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The Alaska Jewish Campus & Museum will receive 100 percent of your gift to encourage Jewish continuity.
Allow us to work with you, your family, and if desired, your financial advisor to develop the most personalized strategy for your goals. For more information, contact us.
LIFE INSURANCE
We are grateful to those who choose to work with the Alaska Jewish Campus & Museum, ensuring Jewish continuity. The multiplier effect of life insurance is an outstanding strategy to help the Jewish community far beyond your personal finances.
A charitable gift of life insurance is a pioneering way to deliver a legacy gift to the Alaska Jewish Campus & Museum. There are several ways to donate life insurance.
How Life Insurance works:
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You may contribute a new or existing policy by transferring the policy to the Alaska Jewish Campus & Museum.
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You name the Alaska Jewish Campus & Museum as the owner and beneficiary of the policy.
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There are substantial benefits to both you and our center.
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The premium payments will provide you with an income tax deduction.
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The endowed gift to our center will be substantially larger than the amount used to fund the insurance policy.
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The insurance policy proceeds pass directly to the Alaska Jewish Campus & Museum outside of your estate and are not subject to probate or estate taxation.
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Gifts of life insurance are extremely affordable for younger donors, allowing them the opportunity to make sizable gifts.
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This is a wonderful opportunity for young leaders to make a defining statement about the Jewish future.
Always speak with a professional before making any decisions. For more information please contact us.
CHARITABLE GIFT ANNUITY
The Charitable Gift Annuity is an agreement between you and the Alaska Jewish Campus & Museum to pay you or your designated beneficiary, a fixed annuity for life. A CGA can be funded with cash, stock, and in most cases real estate. The payments vary according to the age of the individual. You can enjoy significant tax benefits while providing a legacy gift to Alaska Jewish Campus & Museum.
Here are the current rates from the American Gift Annuity Council for a single life term.
Age Rate: 65 - 4.7 * 70 - 5.1 * 75 - 5.8 * 80 - 6.8 * 85 - 7.8 * 90+ - 9.0
How can a Charitable Gift Annuity work for you?
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A charitable gift annuity to the Alaska Jewish Campus & Museum will pay a fixed payment for life.
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Receive a guaranteed income stream for life far above market rates.
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A CGA is the easiest gift that will benefit both you and the Alaska Jewish Campus & Museum.
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The remainder of your gift will go towards our institution after the donors passing.
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You can donate appreciated stock to fund the annuity.
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A portion of the income stream is Tax Free.
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A Gift Annuity is Irrevocable.
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A Charitable Gift Annuity is a wonderful vehicle to leave a legacy to the Jewish people.
Allow us to work with you, your family, and if desired your financial advisor, to develop the most personalized strategy for your goals. For more information contact us.
REAL ESTATE
A Legacy gift of Real Estate to the Alaska Jewish Campus & Museum is a magnificent gesture to ensure Jewish continuity for years to come. You can leave a commercial or residential property, or an apartment building. Leaving a piece of real estate has many benefits.
How leaving Real Estate works:
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Leaving a piece of real estate to the Alaska Jewish Campus & Museum can reduce your overall tax obligation and help secure the future of our center.
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Real estate is an important way to help the Alaska Jewish Campus & Museum continue their work as an agency of Jewish education and Culture in Alaska.
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If you want to donate your residence and still stay in the home until your passing, please consider a retained life estate.
We are always available to discuss your options at your convenience. Please contact us for more information
CONTACT US
At Alaska Jewish Campus & museum, our Planned Giving Specialist will work with you and your financial advisors on your personalized gift planning strategy.
We encourage you to consult with your professional advisor and family when you are considering a Planned Gift to the Alaska Jewish Campus and Museum.
We look forward to speaking with you!
Together we can insure a vibrant and dynamic future for Jewish life and culture in Alaska .
Please contact us at our office
Alaska Jewish Campus and Museum
1117 E. 35th Ave, Anchorage AK 99508
907-279-1200
Rabbi Yosef Greenberg - Info@AlaskaJewishCampus.org
Rabbi Levi Glitsenstein - RabbiLevi@AlaskaJewishCampus.org