leave a jewish legacy


planned giving

We exist to make life’s Jewish journey more meaningful together. With your help, we can preserve our joyful Jewish community and provide the resources to transform ourselves and the world around us. CBI’s legacy funds pave the way for a secure tomorrow. A charitable gift annuity offers the opportunity to make a gift to CBI in exchange for fixed lifetime income payments. There are tax benefits associated with the donation, which remains with CBI upon your death as a legacy gift.

legacy fund options

  • Will and Trusts: Name CBI as a beneficiary for a set amount or percentage of your estate, in either your will or trust.
  • Life Insurance: Purchase or transfer ownership of a policy and name CBI as the beneficiary.
  • Charitable Gift Annuity: Create a gift of cash or securities for CBI and get paid a fixed amount each year of life.
  • IRA or Pension Plan: Name CBI as a beneficiary of your IRA or other retirement accounts.

Create Your Legacy Today

For more information about our Legacy Funds, please contact Steve Allen, Executive Director, at 561.241.8118.