Every individual is a pillar on which the future of Judaism rests.

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
JCFNM Board Member

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.

Example: Same facts as in prior example. During the first year of the unitrust, Max will receive $5,000. But, if the trust grows in value, Max's cash payouts will increase as well.

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Donor Spotlight

Terry Lee Heller & Andrew Edwards Support the Future of Jewish New Mexico — You Can, too!

Both of their Jewish lives began relatively late in life: for Terry Lee, when she moved to New Mexico 28 years ago, and for Andrew, more recently still. Their path was cultivated and supported by the wonderful people they came to know here. Terry Lee and Andrew believe it's important to ensure that a wealth of Jewish service, tradition and inspiration be forever provided for those who need or want it, just as it was for them.

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News & Events

Scams & Cons — FREE Seminar, February 7, 2019 at the JCC

Tips to help Cover Your Assets so you can enjoy retirement and donate to your favorite charitable endowments.

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Round Two of Grants from Immigrant & Refugee Assistance Fund

Thanks to donor support, the Foundation replenished the fund created in 2017 to respond to concerns about the welfare and safety of immigrants and refugees in Albuquerque and New Mexico.

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Israel at 70 — UNM Jewish Studies Lecture

A near capacity audience of UNM International Studies undergraduates and community members gathered on November 8th for Professor Ilan Troen's lecture, Israel at 70.

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Santa Fe Dancer Studies in Israel

Rebeccah Peshlakai received a scholarship from the Israel Experience Fund to help offset the costs of her Kibbutz Contemporary Dance Company 2018 Summer Intensive Dance Program.

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