CONFIDENTIAL - ShulCloud



March 1, 2020

Dear Congregant,

Temple Emanu-El has a rich history of serving the community and a strong tradition of inclusive membership policies.. The number of scholarship requests and the amount requested have increased over the years. We value each and every member and hope to accommodate as many requests as possible. Therefore, we have established an equitable process that supports the long-term sustainability of the scholarship program.

We are reaching out to you and all other congregants who have requested or received a membership scholarship to provide an overview of the requirements and encourage you to submit the application as soon as possible.

Guiding Principles for Scholarships

The Scholarship Committee has the following guiding principles to help assure fairness to the people who are applying, to the Temple, and the rest of its members.

● Help those in need;

● Maintain consistency in decision processes;

● Assure fairness to all temple members;

● Assure fairness to the organization.

Deadline and Brief Overview of the Revised Process

If you have any questions or would like to explain your application, a meeting with representatives from the Scholarship Committee may be arranged.

● The Application Deadline for the 2020-2021 Season is May 1, 2020. You will be advised of the results by the Scholarship Committee.

● When applying, all material requested on the enclosed application form must be provided. Additional material may also be requested.

● You must be a member in good standing for your application to be considered.

● Scholarship requests will continue to be evaluated annually; therefore, it will be required to submit the complete application and required accompanying materials every year.

● In order to activate a scholarship once it is granted, the party receiving the scholarship must agree to the terms.

● Please note: it is no longer necessary to send in your tax forms, provided the enclosed application form is completed in full. For all questions, please email scholarship@

Confidentiality

Rest assured that strict confidentiality will be maintained when reviewing and handling scholarship applications and related materials. All confidential forms will be shredded after the process is completed.

Temple Emanu-El is committed to serving as a religious home for seniors, singles, young parents, children, interfaith families, and people from all walks of life and covering the entire spectrum of religious observance.

Thank you for your cooperation with our process.

Sincerely,

Janet Suss

President

CONFIDENTIAL

DUES EVALUATION PLAN APPLICATION

Today's Date ___________________

Applicant's Name (s) ______________________________________________________________

Address (including city and zip code) _________________________________________________

_________________________________________________

Email Address ___________________________________________________________________

Phone# (Home) __________________ (Work) __________________(Cell)__________________

Number of dependent children: _____ Age(s) of children ______________

Number and grade level of Children in the Religious School as of September 2020: _____________

Children’s Bar/Bat Mitzvah date/year (if known) _________

TOTAL HOUSEHOLD INCOME $________________

Please, either:

a) complete Page 4 Financial Information worksheet based on your most recently filed Federal tax return

or

(b) please contact scholarship@ to set-up a meeting to review your tax return filing from the most recently filed tax year (if meeting in person is not convenient you may also provide a copy of the tax return by mail, which will be returned to you). If you have questions on the form or need assistance please contact scholarship@ or call the Temple office 732-549-4442 and ask to speak to the chair of the Scholarship Committee.

In the space below, explain the specific reason(s) for your dues evaluation request. Please include any/all information you wish the committee to consider.

Annual dues increases in all categories take place upon approval at the Congregational meeting in May each year. All members are responsible to pay Annual Dues, Building Fund, & Scrip. Rates will vary depending on your membership category. Bar/Bat Mitzvah and Religious School costs are in addition to this, and are expected to be paid in full by all members. Please call the office if you have questions about dues, the scrip program, school fees, or other membership categories. The Bar Mitzvah fee must be paid in full 90 days prior to your date and the rest of the bill must be current.

What is the maximum financial commitment you feel you can afford to pay per month? $_______

___ Please check here if you wish to meet with the committee in person.

NEXT STEP

When you have completed this form, please send it along with the documentation requested above in an envelope marked CONFIDENTIAL to:

Scholarship Committee

Temple Emanu-El

100 James Street

Edison, NJ 08820

Your information, worksheet, and other information will be shredded after receipt of your signed Scholarship Agreement.

This application will be reviewed, in a strictly confidential manner, by the Scholarship Committee using the following criteria:

1. What is the extent of need for the assistance?

2. Given all requests received, what is feasible given the operating budget of the Temple.

Please understand that some applications will not be granted dues adjustments and/or that the Temple may not be able to grant assistance to the full extent requested by the applicant.

Note: This application is for the current fiscal year only. A return to full dues is automatic at the beginning of each Fiscal Year (July). If assistance is needed after that date a new form must be filled out.

For the current operations of the Temple and to leave the Temple secure for those who come after us, it is important that we all approach this process in good faith and live up to our commitments under the plans.

In the event that you are able to meet the total dues commitment within this year, please inform the Scholarship Committee (scholarship@) so that we will be able to adjust your bill accordingly. For this application to be considered, members must be in good standing and current with all financial obligations.

I have read and agree to the above and wish to be considered for dues reduction.

Print Name: _______________________________________________

Signature: _______________________________________________

Date: __________________

INFORMATION WORKSHEET BASED UPON YOUR MOST RECENT

FILED FEDERAL TAX RETURN

THIS INFORMATION IS BASED ON THE ASSUMED FILING OF FORM 1040 *

TAXABLE INCOME ________________________ (LINE 10 FORM 1040)

TAX EXEMPT INTEREST ________________________ (LINE 2A FORM 1040)

QUALIFIED DIVIDENDS. ________________________ (LINE 3A FORM 1040)

IRA, PENSION, ANNUITIES ________________________ (LINE 4a FORM 1040)

IRA, PENSION, ANNUITIES ________________________ (LINE 4b FORM 1040)

SOCIAL SECURITY BENEFITS ________________________ (LINE 5a FORM 1040)

SOCIAL SECURITY BENEFITS ________________________ (LINE 5b FORM 1040)

TOTAL TAX ________________________ (LINE 15 FORM 1040)

DO YOU HELP SUPPORT A CHILD OR FAMILY MEMBER? _____ YES ______NO

IF YES, HOW MANY _______ [ENTER # OF INDIVIDUALS SUPPORTED]

WHAT IS THE ANNUAL COST PER INDIVIDUAL OF THAT SUPPORT? ____________

DO YOU HAVE A CHILD IN COLLEGE? _____ YES ______NO

IF YES, HOW MANY _______ [ENTER # OF CHILDREN ATTENDING COLLEGE]

DO YOU HAVE A MORTGAGE? IF YES, HOW MUCH IS YOUR ANNUAL MORTGAGE PAYMENT? ____________________.

DO YOU RENT YOUR HOME? IF YES, HOW MUCH IS YOUR ANNUAL RENT? ________.

*IF YOU FILE A DIFFERENT FORM PLEASE CONTACT THE SCHOLARSHIP COMMITTEE FOR ASSISTANCE (scholarship@ or 732-549-4442 for Main Office).

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download