Leave a Jewish Legacy
Shaker Chabad opened its doors in 2025, and in a short time it has become a home for Jewish life in Shaker Heights. Shabbat dinners, holiday celebrations, classes, and one-on-one connections, all of it built one relationship at a time.
A legacy gift is a way to keep that going. By including Chabad of Shaker Heights in your will, your trust, or your estate plans, you help make sure that Jewish life in Shaker Heights is here for the next generation, long into the future.
You do not need a large estate to leave a legacy. Many people leave a percentage of what remains after their family is taken care of. Your family always comes first. A legacy gift simply says that this community matters to you, too.
Ways to leave a legacy
A gift in your will
The most common way to leave a legacy. You can leave Chabad of Shaker Heights a specific amount, a percentage of your estate, or what is left after your other gifts are made. It costs nothing during your lifetime, and you can change it at any time. Many people leave 5 or 10 percent of what remains after their family is taken care of.
A gift through your trust
If your estate plan is built around a trust, you can name Chabad of Shaker Heights as a beneficiary of your living trust, in whatever amount or percentage you choose. For many people this is the simplest route of all, because it works within the plan they already have.
Trusts can also be set up to care for family first. A trust can provide for a spouse or children during their lifetimes, with the remainder going to Chabad afterward. If you are working with an estate attorney, we are glad to coordinate with them.
Retirement accounts
You can name Chabad of Shaker Heights as a beneficiary of an IRA, 401(k), or other retirement account. It takes a simple beneficiary form from your plan, and no change to your will or trust. Retirement funds left to a charity are not taxed the way they would be if left to an individual, so this gift can go further.
Life insurance
You can name Chabad of Shaker Heights as a beneficiary of a life insurance policy, in full or in part.
Real estate and other assets
Gifts of real estate, securities, and other assets can also be left through your will or trust. Please reach out and we will talk it through with you.
Sample language for your attorney
For a will
“I give [____ percent of my estate / the sum of $____ / the residue of my estate] to Chabad of Shaker Heights, a nonprofit organization located at 2479 S Green Rd, Beachwood, OH 44122, Tax ID 39-2092072, for its general purposes.”
For a trust
“The trustee shall distribute [____ percent / the sum of $____] to Chabad of Shaker Heights, a nonprofit organization located at 2479 S Green Rd, Beachwood, OH 44122, Tax ID 39-2092072, for its general purposes.”
Legal name: Chabad of Shaker Heights
Tax ID (EIN): 39-2092072
Already included us?
If you have already named Chabad of Shaker Heights in your will or trust, thank you. Please let us know by filling out the short form below, so we can thank you properly and keep you in the loop. There is no obligation, and anything you share stays between us.
Let us know about your legacy plans, or ask a question. Everything you share is kept private.
Questions
We are glad to talk it over, with no pressure and no obligation. Reach out any time:
Chana Mishulovin, [email protected], 216-203-8345
This page is general information, not legal or tax advice. Please speak with your attorney or financial advisor about what is right for your family.