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.
Temple Beth Shalom Enriches Our Lives
As a working mom to two teenage daughters and an actively engaged member of my local community, Temple Beth Shalom is my sanctuary. When my children are struggling through changing schools or friend groups, their b'nei mitzvah friendships are a constant. Holidays with my TBS family are loving and beautiful. I see TBS react swiftly to the needs of its members and know that when the time comes and I or my family need the Mitzvah Corps, TBS will be there.
For these reasons and many more, I have made the decision to include Temple Beth Shalom in my estate planning. It's so easy to pledge your commitment by signing a letter of intent with LIFE & LEGACY. I have committed to something so simple as naming TBS as a contingent beneficiary on my life insurance. I am committed to making sure TBS is there for others as it has been for me.
News & Events
LIFE & LEGACY NM Celebration
August 8, 2020
We are honoring everyone who has made a commitment to the future of Jewish New Mexico.
We care about you, your family and all who are impacted by the pandemic.
Helping Improve Lives
In February, we awarded grants from our Immigrant & Refugee Assistance Fund totaling $16,000 to five nonprofit agencies in Albuquerque.
Michigan State Israel Studies Professor Yael Aronoff Lectures at UNM
Dr. Yael Aronoff spoke to UNM international studies students and community members in early March about the recent Israeli election.