The West Point Jewish Chapel Fund invites you to leave a legacy of leadership. Please sustain Jewish life at West Point through a planned gift.
Planned giving is a way to support causes you care about through a future gift, often arranged as part of your estate or financial planning. Unlike a traditional donation, a planned gift is usually made from assets rather than income. Planned giving allows you to leave a gift in your will, name an organization as a beneficiary of a retirement account or insurance policy, or establish a trust or annuity that benefits both your family and the causes you believe in.
The West Point Jewish Chapel Fund is committed to building a strong Jewish future at West Point. Meaningful legacy giving empowers our community to sustain Jewish life for generations by making planned gifts a part of their estate and financial planning. Please consider one or more of the following:
1. Bequest in a Will or Trust
Name the Chapel Fund in your will or trust for a specific amount or percentage. This way is simple, flexible, and doesn’t affect your assets now.
2. Retirement Accounts (IRA, 401(k), etc.)
Designate the Chapel Fund as a beneficiary. It will allow you to avoid income tax on unused retirement funds.
3. Life Insurance
Name the Chapel Fund as a beneficiary or owner of a policy. Low-cost way to make a significant future gift.
4. Donor-Advised Fund (DAF)
Name the Chapel Fund as a final beneficiary. Ensures your charitable values live on.
5. Charitable Remainder Trust (CRT)
Provides income to you or a loved one now, with the remainder to the Chapel Fund later. Income + tax benefits + long-term impact.
6. Charitable Lead Trust (CLT)
Supports the Chapel Fund now, then passes assets to heirs. Tax-wise giving across generations.
7. Real Estate with Retained Life
Estate Gift your home but keep the right to live in it for life. Immediate tax benefits + lifetime use.
The West Point Jewish Chapel Fund is committed to building a strong Jewish future at West Point through meaningful legacy giving. This initiative empowers our community to sustain Jewish life for generations by making planned gifts a part of their estate and financial planning.
Please ensure Jewish life at West Point will thrive for generations to come:
West Point Jewish Chapel Fund
P.O. Box 84
West Point, NY 10996
Contact us for more details.
