Making a bequest by 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 to your will prepared by your tax attorney or advisor.
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: 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
You can name Congregation Emeth as a beneficiary of all or part of your retirement plan by completing a Change of Beneficiary form.
If you have already named Congregation Emeth as a beneficiary in your estate plan, please notify us so that we may thank you and recognize your gift. Donor anonymity, when requested, will be respected.
With all planned giving, we recommend that you consult your attorney or investment advisor.