• $5,000/$10,000 (this is a sample) minimum amount must allocated when establishing an endowment in some one’s name.
  • Customized Tribute Funds can be established to mark special occasions such as: Bar/Bat Mitzvahs/ Anniversaries/ Birthdays/ Yarzheit.
  • Your required minimum distribution (RMD) is the amount you must withdraw from your account each year. You generally have to start taking withdrawals from your IRA, SEP IRA, SIMPLE IRA, or retirement plan account when you reach age 70½. This required withdrawal can be gifted to Emunah during your lifetime, and will qualify for a tax deduction, instead of being considered income on your tax return.
  • Roth IRAsdo not require withdrawals until after the death of the owner.

IRA’s can be designated as a gift in your will, eliminating any estate and federal tax liability for your heirs.

  • Can be gifted to World Emunah/Emunah Israel.
  • Designate in your Will the name and amount of each fund and bond that you are donating.
  • The amount Emunah will receive is based on its exchange rate the day it is sold or traded-in.
  • Make a list with serial numbers and/or a copy of each bond to be included in your estate documents.
  • Can be publicly or privately traded companies.
  • Can provide major tax benefits on capital gains for you and/or your heirs.
  • The amount Emunah will receive is based on its value the day it is traded/sold.
  • If you own stocks that are currently underperforming and have continually lost value since purchased, you may wish to sell them immediately, and donate the cash as a gift now not later, when it may continue to lose value, and be a tax liability.
  • This gift is allocated directly to the organization by designating World Emunah and Emunah Israel, located at: 6 Arlozorov Streeet, POB 7788 Jerusalem, Israel, as a direct beneficiary on your Life Insurance policy. If Emunah is one of numerous beneficiaries (children, grandchildren, etc.), then the percentage to be donated to Emunah must be specified in the policy.
  • Contact either your Insurance Agent or company directly, to get necessary forms.

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Jerusalem Office - World Emunah

6 Arlozorov Street, POB 7788, Jerusalem 9219301

Tel Aviv Office - Emunah Israel

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