Lifetime and Planned Giving
Lifetime and Planned Giving
Building a Financially Strong Future Together
Through membership growth, strategic fundraising, and responsible stewardship,
we ensure our congregation thrives for years to come.
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 or review the resources from the Financial Planning Seminar on May 18, 2025 linked below. If you have additional questions or would like to explore the giving opportunities listed below, please contact Congregation Emeth’s President @ president@emeth.net.
Financial Planning and Planned Giving Seminar Presentations
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.
Sat, May 31 2025
4 Sivan 5785
URJ Summer Learning Opportunities
See the list of upcoming URJ programs or classes to explore Jewish life, traditions, values and identity in a space that celebrates your whole self. These programs affirm people from all backgrounds and are LGBTQ+ friendly.
Upcoming Events
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Sunday ,
JunJune 1 , 2025
Sunday, Jun 1st 10:30a to 12:00p
All the Women of Emeth are invited to a celebration honoring Patty Baggese and Marilyn Freund for twenty years of leadership. We will gather on June 1st at 10am for brunch and an opportunity to to honor Patty and Marilyn for their dedicated leadership. Throughout the past 20 years Patty and Marilyn have created a welcoming culture as they planned opportunities for Emeth members to participate in a vast variety of events from serious study to just having fun together. Please put the date June 1st on your calendar. We hope to welcome all of the women of Emeth! -
Sunday ,
JunJune 1 , 2025
Sunday, Jun 1st 5:00p to Monday, Jun 2nd 5:00a
On Sunday/Monday, June 1 and 2, we will celebrate the holiday of Shavuot. There is a tradition of late-night studying to accompany the holiday, called Tikkun Leil Shavuot, and I am proud to promote a wonderful study opportunity for members of our congregation produced in partnership with URJ Small Congregations. On that evening, there will be about 25 learning blocks spread over different hours where you can join by Zoom. It just so happens that Rabbi Dantowitz will be teaching a class at 8:00 PM PT that night - and I welcome members of our congregation to join me. But you may choose any class/classes that interest you throughout the programming. If you would like to join me, it would be great to see you online as we welcome friends from around the country. I invite you to register for the program so you can receive the link where all of the classes will be listed closer to the night of the program. REGISTER AT: https://urj.tfaforms.net/901?id=701UG00000Nkbk6 -
Friday ,
JunJune 6 , 2025
Friday, Jun 6th 7:00p to 8:30p
Shabbat Friday Night Service -
Wednesday ,
JunJune 11 , 2025
Wednesday, Jun 11th 7:00p to 8:30p
Elizabeth Mandel will lead our discussion on the book, Tap Dancing on Everest: A Young Doctor's Unlikely Adventure by Dr. Mimi Zieman. Please register to receive the zoom link. Dr. Mimi Zieman was 25 and in her third year of medical school when she made a courageous but unexpected decision: She would join four climbers as they attempted a new route up the rarely traversed East Face of Mount Everest, the highest mountain in the world above sea level. The ascent would be without sherpas, guides or supplemental oxygen to deal with the thinning air at extreme altitudes. She would be the only woman and the only medical support on the ascent.The book also explores how her Jewish identity, shaped by a father who survived the Holocaust and an Israeli mother who immigrated to the United States, provided her with the stamina and spirituality to overcome the mental and physical challenges of the Everest expedition. (Hadassah Magazine) -
Friday ,
JunJune 13 , 2025
Friday, Jun 13th 5:30p to 6:00p
📅 Friday, June 13 🕠 5:30 p.m. 📍 Civic Center Lawn– 17575 Peak Avenue This free community event will feature guest speakers, educational moments, and a shared commitment to inclusion and belonging for all. Bring your friends, family, and your pride. This celebration is open to everyone! #CityOfMorganHill -
Friday ,
JunJune 13 , 2025
Friday, Jun 13th 7:00p to Shabbat, Jun 14th 12:00p
Enjoy Shabbat at home this evening -
Friday ,
JunJune 20 , 2025
Friday, Jun 20th 7:00p to 8:30p
Shabbat Friday Night Service -
Sunday ,
JunJune 22 , 2025
Sunday, Jun 22nd 2:00p to 4:00p
Enjoy wine, cheese, and catered appetizers with old and new friends at Longest Day, Strongest Light: A “Fun”draiser for Our Future Sunday June 22 2:00 – 4:00pm At the home of Aileen Teren-Foster and Dale Foster -
Saturday ,
JunJune 28 , 2025
Shabbat, Jun 28th 10:00a to 12:00p
Shabbat Morning Service -
Friday ,
JulJuly 4 , 2025
Friday, Jul 4th 7:00p to Shabbat, Jul 5th 12:00p
Enjoy Shabbat at home this evening
Congregation Emeth | 17835 Monterey Street | Morgan Hill, California 95037 |
CONTACT US | (408) 778-8200 | ADMIN@EMETH.NET |
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