The Jewish Community Foundation of New Mexico's mission is to build and perpetuate support for a vibrant, caring Jewish community through partnerships with donors and organizations.
The wellbeing of our community depends upon planning for and investing in the future.
Tips On Charitable Giving
A Charitable Remainder Unitrust for You?
by Grace Allison, JD
Many of us want to benefit both individuals and charity in our estate plans. The question is: how to do it? Consider a charitable remainder unitrust, often referred to as a CRUT. As its name suggests, the unitrust is a special type of trust, making cash payouts first to individuals (either for life or for a term of years) and then to a favorite charity or charities. Payout is always a fixed percentage of the net fair market value of the trust, recalculated each year.
Example: Sarah's charitable remainder unitrust pays her 5% of its net fair market value each year for life; at her death, it distributes to the charity or charities named in the trust document.
Example: Josh's estate plan creates a $100,000 charitable remainder unitrust that pays his son Max 5% of its net fair market value each year for life; at Max's death, the trust distributes to the charity or charities named in the trust document.
You're Never Too Young…
Joy, laughter and perhaps a hint of light-hearted mischief abound as the "Sarahs," Sarah Newman and Sarah Winger, share stories about growing up Jewish in New Mexico and why they've chosen to participate in the LIFE & LEGACY initiative. "It's our duty to play a part and help secure the Jewish community's future," said Sarah N. "After all, we ARE the future&hellis;and we are part of the community NOW." Sarah W. agrees and adds, "I feel confident that the values of Jewish community will always be a priority for me. It's important for us to think ahead and have a plan and resources in place."
Each of the young women signed a Letter of Intent reflecting her commitment to make an after-lifetime endowment gift to local Jewish causes near and dear to her heart. "LIFE & LEGACY provides options and flexibility," offers Sarah W. "It was a simple process. Easy-peasy," chuckles Sarah N.
News & Events
Creating Your Jewish Legacy: Lunch, Learn & Laugh!
Join Us January 28, 2020 at Noon at the JCC.
Three Isbin College Scholarships Awarded
The Neil Isbin Scholarship Fund was created in memory of Neil — a longtime human rights activist who worked tirelessly for equality and justice. Recipients are committed to helping others lead dignified lives regardless of the challenges faced. Each of the 2019 recipients received a $1,000 college scholarship.
Dr. Joyce Antler on Jewish Feminism — Fall UNM Lecture
Dr. Joyce Antler of Brandeis University presented September's lecture in Contemporary Jewish Studies "Jewish Feminism and Women's Liberation: Perspectives from 50 Years of Activism" in the SUB on UNM's campus.