Lifetime and Planned Giving
Lifetime and Planned Giving
Invest in Our Future, Preserve Our Values
Congregation Emeth, founded in 1977, is a diverse, inclusive community committed to Jewish life, spiritual growth, social justice, and community. Our mission is to meet the spiritual, intellectual, and social needs of our community, providing a welcoming space for all. Through lifetime and planned giving, you can help ensure that our sacred space remains a home for worship, learning, and celebration. Your support enables us to maintain our facilities and expand vital programs that foster Jewish identity, engage families, and strengthen interfaith relationships, while promoting inclusivity, diversity, and social action. By preserving our values and traditions, your generosity secures the future of Congregation Emeth for generations to come.
To explore giving opportunities listed below, please contact Congregation Emeth’s President president@emeth.net.
Have You Made A Legacy Gift? We Want To Thank You!
The Congregation Emeth Legacy Giving Society has been created to recognize those members of Congregation Emeth, who by their generosity, have committed to support Congregation Emeth for generations to come with a planned gift.
If you’ve already included Congregation Emeth as a beneficiary in your estate plan, we would love to hear from you. By completing this Letter of Intent, you can be added to our Legacy Giving Society where we honor and celebrate all who choose to share their plans with us, while fully respecting the privacy of those who wish to remain anonymous.
Questions About Legacy Giving?
Please download our Frequently Asked Questions. If you have additional questions or would like to explore the giving opportunities listed below, please contact Congregation Emeth’s President @ president@emeth.net.
Legacy Gifts May Be Provided in Several Ways
Bequest
Creating a will or trust is a crucial step in securing your family’s future, providing a lasting gift that ensures your final wishes are honored. Including Congregation Emeth in your will or estate plan allows you to enjoy your assets during your lifetime, while providing a generous gift to Congregation Emeth. These gifts may result in tax savings to your estate and can be accomplished through a simple codicil (standalone modification) to your will prepared by your tax attorney or advisor without the need to completely revise your will or trust. The following is an example bequest language that can be included in your will or trust:
I give to Congregation Emeth, located at 17835 Monterey Street, Morgan Hill, CA, 95037 the sum of:
$ ___________________ (or ___% of asset name) (or description of asset) to be used where it determines the need is greatest (or specify for the support of a specific fund, program or purpose).
(Unrestricted gifts provide Congregation Emeth with the maximum flexibility to allocate funds where the need is greatest—both today and tomorrow. If you wish to designate a more specific purpose to your gift, please consider one of the broad areas that serve our congregation’s core mission.)
Qualified Charitable Distributions
Individual retirement arrangement (IRA) owners age 70½ or over can transfer up to $100,000 to charity tax-free each year. These transfers, known as qualified charitable distributions or QCDs, offer eligible older Americans a great way to easily give to charity before the end of the year. And, for those who are at least 73 years old, QCDs count toward the IRA owner's required minimum distribution (RMD) for the year.
Normally, distributions from a traditional IRA are taxable when received. With a QCD, however, these distributions become tax-free as long as they're paid directly from the IRA to an eligible charitable organization.
QCDs must be made directly by the trustee of the IRA to the charity. An IRA distribution, such as an electronic payment made directly to the IRA owner, does not count as a QCD. Likewise, a check made payable to the IRA owner is not a QCD.
Each year, an IRA owner age 70½ or over when the distribution is made can exclude from gross income up to $100,000 of these QCDs. For a married couple, if both spouses are age 70½ or over when the distributions are made and both have IRAs, each spouse can exclude up to $100,000 for a total of up to $200,000 per year.
Charitable Remainder Trusts
Charitable Remainder Trusts (CRT) allow you to receive a continuous income for yourself or for your spouse or any other identified person(s) named in the CRT during the negotiated length of the CRT, while helping to insure the continued financial security of Congregation Emeth.
Charitable Lead Trusts
Charitable Lead Trusts do the reverse of the CRT. Congregation Emeth receives the income during the term of the trust and the beneficiaries receive the corpus at the end of the trust.
Gifts of Life Insurance
Congregation Emeth can be named as a beneficiary of all or part of the proceeds of an existing life insurance policy, or you can take out a new policy naming Congregation Emeth as owner and beneficiary.
Gifts from a Retirement Plan or Life Insurance Policy
You can name Congregation Emeth as a beneficiary of all or part of your retirement plan or Life Insurance Policy by completing a Change of Beneficiary form.
Disclaimer
The information provided is on this website is not provided as legal, tax or other professional advice. The material is general in nature and may not apply to all individuals. Federal and State laws change from time to time. It is recommended that individuals consult with their own tax and financial advisors concerning the benefits and consequences of making a planned, or legacy, gift.
Tue, November 12 2024
11 Cheshvan 5785
Upcoming Events
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Wednesday ,
NovNovember 13 , 2024
Wednesday, Nov 13th 5:00p to 6:00p
Experience tranquility and self-discovery through weekly online meditation sessions with Dr. Eve Kedar. These one-hour gatherings blend gentle guided meditations with meaningful discussions, helping you connect with your inner joy and navigate life's journey with greater clarity and purpose. We will bring our Jewish perspective into our experience. Join us every Wednesday at 5 PM from the comfort of your home as we create a supportive virtual community dedicated to mindfulness and personal growth. Whether you're new to meditation or an experienced practitioner, these sessions offer a welcoming space to nurture your spiritual well-being. To participate, simply email evekedar@gmail.com to receive the Zoom link. Come discover how meditation can transform your perspective and help you embrace your most joyful self. **When**: Wednesdays at 5 PM **Format**: One-hour online sessions via Zoom **Contact**: admin@emeth.net -
Wednesday ,
NovNovember 13 , 2024
Wednesday, Nov 13th 7:00p to 8:30p
Our next book will be The Hebrew Teacher: Three Novellas by Maya Arad, with Sharon Genkin leading the discussion on Wednesday, November 13th in-person and on Zoom at 7:00 pm. Three Israeli women, their lives altered by immigration to the United States, seek to overcome crises. Ilana is a veteran Hebrew instructor at a Midwestern college who has built her life around her career. When a young Hebrew literature professor joins the faculty, she finds his post-Zionist politics pose a threat to her life’s work. Miriam, whose son left Israel to make his fortune in Silicon Valley, pays an unwanted visit to meet her new grandson and discovers cracks in the family’s perfect façade. Efrat, another Israeli in California, is determined to help her daughter navigate the challenges of middle school, and crosses forbidden lines when she follows her into the minefield of social media. In these three stirring novellas—comedies of manners with an ambitious blend of irony and sensitivity—celebrated Israeli author Maya Arad probes the demise of idealism and the generation gap that her heroines must confront. -
Friday ,
NovNovember 15 , 2024
Friday, Nov 15th 7:00p to 9:00p
Shabbat Service -
Saturday ,
NovNovember 16 , 2024
Motzei Shabbat, Nov 16th 7:00p to 9:00p
Join with Congregation Kolm Emeth in Palo Alto for an inspiring evening as Hila Rabinovitch Escapa and Ziv Frailich, survivors from Kibbutz Be'eri, share their strength in resilience, and the hopeful journey of rebuilding their community. The program also includes live performances of Israeli music and flashmob for Israel. There will also be a bake sale to support Kibbutz Be'eri. RSVP here: https://kolemeth.shulcloud.com/event/voices-of-hope-from-kibbutz-beeri.html -
Sunday ,
NovNovember 17 , 2024
Sunday, Nov 17th 2:00p to 3:30p
Congregation Emeth is co-sponsoring a walk to build bridges for a kinder community. Meet at the Community Park. -
Wednesday ,
NovNovember 20 , 2024
Wednesday, Nov 20th 5:00p to 6:00p
Experience tranquility and self-discovery through weekly online meditation sessions with Dr. Eve Kedar. These one-hour gatherings blend gentle guided meditations with meaningful discussions, helping you connect with your inner joy and navigate life's journey with greater clarity and purpose. We will bring our Jewish perspective into our experience. Join us every Wednesday at 5 PM from the comfort of your home as we create a supportive virtual community dedicated to mindfulness and personal growth. Whether you're new to meditation or an experienced practitioner, these sessions offer a welcoming space to nurture your spiritual well-being. To participate, simply email evekedar@gmail.com to receive the Zoom link. Come discover how meditation can transform your perspective and help you embrace your most joyful self. **When**: Wednesdays at 5 PM **Format**: One-hour online sessions via Zoom **Contact**: admin@emeth.net -
Thursday ,
NovNovember 21 , 2024
Thursday, Nov 21st 7:00p to 8:30p
REGISTER ONLINE: Combating Antisemitism - What Our Government is Doing for Us: Panel Discussion with Santa Clara County District Attorney Jeffrey Rosen Gail Pellerin, CA State Assemblywoman, Seth Brysk, AJC Regional Director, and Moderator; Jessica Blitchok, JCRC Bay Area. -
Saturday ,
NovNovember 23 , 2024
Shabbat, Nov 23rd 10:00a to 12:00p
Shabbat Morning Service with Guest Speaker: Rabbi Sheryl Nosan from Jewish Spirituality Australia -
Sunday ,
NovNovember 24 , 2024
Sunday, Nov 24th 4:00p to 5:30p
The Interfaith CommUNITY of South County Annual Thanksgiving Service -
Wednesday ,
NovNovember 27 , 2024
Wednesday, Nov 27th 5:00p to 6:00p
Experience tranquility and self-discovery through weekly online meditation sessions with Dr. Eve Kedar. These one-hour gatherings blend gentle guided meditations with meaningful discussions, helping you connect with your inner joy and navigate life's journey with greater clarity and purpose. We will bring our Jewish perspective into our experience. Join us every Wednesday at 5 PM from the comfort of your home as we create a supportive virtual community dedicated to mindfulness and personal growth. Whether you're new to meditation or an experienced practitioner, these sessions offer a welcoming space to nurture your spiritual well-being. To participate, simply email evekedar@gmail.com to receive the Zoom link. Come discover how meditation can transform your perspective and help you embrace your most joyful self. **When**: Wednesdays at 5 PM **Format**: One-hour online sessions via Zoom **Contact**: admin@emeth.net
Congregation Emeth | 17835 Monterey Street | Morgan Hill, California 95037 |
CONTACT US | (408) 778-8200 | ADMIN@EMETH.NET |
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