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 Kehillah (Community) 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 Kehillah 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, October 8 2024
6 Tishrei 5785
Upcoming Events
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Friday ,
OctOctober 11 , 2024
Friday, Oct 11th 7:30p to 9:30p
Kol Nidre -
Saturday ,
OctOctober 12 , 2024
Shabbat, Oct 12th 10:00a to 6:00p
Yom Kippur, 10:00 AM Morning Services Adult Learning, following morning services Healing Service, 3:30 PM Yizkor Service, 4:30 PM Concluding Services, Mincha and N’eila, 5:00 PM -
Sunday ,
OctOctober 13 , 2024
Sunday, Oct 13th 10:00a to 1:00p
Build the Sukkah -
Tuesday ,
OctOctober 15 , 2024
Tuesday, Oct 15th 7:00p to 8:30p
Time is fundamental to the human experience, and in Judaism it is even more—time is sanctified. Understanding the Jewish calendar is thus essential for fully comprehending Judaism. In "From Time to Time," Rabbi Dalia Marx, PhD, presents a fascinating exploration of the treasures of the Jewish year. The book artfully blends traditional and contemporary perspectives on each Hebrew month and its holidays. Rabbi Marx's insights are paired with striking illustrations; each month also features a diverse selection of poetry, prayers, and songs. Taking a distinctively Israeli, feminist, and progressive approach, "From Time to Time" is a comprehensive, indispensable companion you will want to return to each season. -
Thursday ,
OctOctober 17 , 2024
Thursday, Oct 17th 6:45p to 8:30p
Board Meeting -
Friday ,
OctOctober 18 , 2024
Friday, Oct 18th 6:00p to 8:00p
Shabbat Service followed by Dinner in the Sukkah -
Monday ,
OctOctober 21 , 2024
Monday, Oct 21st 6:00p to 8:00p
Divas who Dine - in the Sukkah! Shalom Bayit is the Bay Area's hub for ending gender-based violence in the Jewish community, offering prevention services including education for youth and adults, and intervention services such as counseling for survivors experiencing domestic violence. Since 2020, Leo Thomason has been Shalom Bayit's Community Educator, teaching the Bay Area Jewish community about topics related to domestic violence and healthy relationships. They enjoy working with teens and adults alike, and have educated community members from Santa Rosa to San Jose, but never as far south as Morgan Hill! RSVP Here: https://www.signupgenius.com/go/10C084FA5AA2AA5F4C34-51729180-divas -
Friday ,
OctOctober 25 , 2024
Friday, Oct 25th 7:00p to 9:00p
Simchat Torah Shabbat with Lior Ben-Hur -
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