Unlike many socialistic or capitalistic economies, the Islamic economy is the one in which all kinds of people have their own right to financially benefit from their society. Therefore, a typical feature of this kind of economy is essentially social justice in which poor people are not neglected or excluded from the beneficiary circle of society. Accordingly, Islam, the religion that even cares about animals and plants let alone human beings [i], has established some rules with regard to people who are suffering from deprivation; one of the most important of which is called “Zakat” (Alms Tax).

Alms-tax (Zakat) is an obligatory rule, which is considered one of the foundations of Islam [ii]. In a literal sense, Zakat means growth and purification while technically it is defined as “paying an exact amount of money that has become obligatory through the rules of Sharia in order to be used in favor of the people in need or for certain beneficial deeds in society” [4] in order to purify and cleanse one’s money or his incomes. Its significance becomes evident through many verses in the Holy Quran, which sometimes consider it along with prayer (Salat) as a sign of true believers [5].

Alms-tax (Zakat) before Islam

Despite the fact that the concept of Zakat had never existed in the full form that Islam offers, it is not the first religion that introduces Zakat as a kind of task that should be done for the benefit of the individual as well as the society. According to the text of the Holy Quran, Jesus Christ and Moses, as well as Ishmael, are among the prophets who recommended their followers to carry out this advantageous task [8].

In the Bible, Christians are advised to help the poor financially: “Give to him who asks of you, and do not turn away from him who wants to borrow from you” (Matthew 5:42) and “But rather give alms of such things as ye have; and, behold, all things are clean unto you” (Luk 11:41). Moreover, the act of “Tzedakah” in Judaism, is a religious obligation that includes almsgiving as one of its manifestations [9]. However, in Islam Zakat is a compulsory rule while in others it is just a recommendation [3].

Rules and Regulations

The performance of this vital task is accompanied by many definite and specific criteria:

1. Who Is Capable of Giving Zakat?  

A person will be obliged to pay Zakat if he is grown-up, of sound mind, and in possession of something.

2. Who Is the Perfect Candidate for Taking It?

A person is considered a good recipient of Zakat if he is living in poverty, in debt, and cannot pay for it. Also, it can be used for public jobs such as building schools, hospitals, etc.

3.To What Products is Zakat Ascribed?

The amount of money that should be paid depends on the kind of the material through which Zakat has become obligatory; these are two kinds of metal- gold, and silver-, four grains- barley, wheat, date, and raisin- as well as three kinds of animal - cow, sheep, and camel. Each of the aforementioned products has its particular amount and time of payment which have been specified in detail in the sharia of Islam [6]. Nevertheless, under certain circumstances and based on the needs of people at every time, other things – whether an object or a concept (e.g., Knowledge) – may be included to which Zakat is ascribed.

4. In What Manner It Should Be Given?

There are certain manners that should be carefully observed when giving someone Zakat; for instance, it should be given with complete contentedness, respecting the person who is receiving it, and also should be from the best materials at hand [3].

Why Do We Pay Alms (Zakat)?

Aside from its financial benefits - purifying one’s money, preventing the economy to be manipulated by a certain group of society, and enabling neglected people who are taken care of to act as advantageous agents of society and have a job-, it will also purify and elevate one’s soul.

This happens through collaborating and helping other members of the society which spread the spirit of kindness and affection, causes people to feel more attached to one another, form an unbreakable bond together, and finally direct one’s attention to others’ needs rather than his own. Also, it would relieve him from greediness and eventually make him a better person.

It is noteworthy that Zakat has been ascribed to those products that are provided for human beings through nature; most of the work has been done by nature for free and with the least effort of human beings. Of course, his mental and practical effort is involved, but the main part is accomplished by nature. So in order to make up for this generosity, we would give away a very small amount of money to the ones in need.

Notes:

[i]. It is known through a hadith said by Prophet Muhammad (PBUH&HP) that watering a thirsty tree is like quenching thirsty Muslims with water [1].

[ii]. There are many hadiths that consider the skeleton of Islam to be founded on five practices: prayer (Salat), holy pilgrimage (Hajj), fasting (Sawm), alms-tax (Zakat), and guardianship (Velayat) [2].

References:

1. Sheikh Al-Hur Al-Aamili. Wasail Al-Shia. Vol. 7.
2. Muhammad ibn Yaqub  Al-Kulayni. Al-Kafi (The Sufficient Book). Vol. II. Tehran: Masjed Publication.
3. Mohsen Qaraati. Khums and Zakat. Ahl al-beit's Maaref research and publication institute.
4. zakat
5. Holy Quran 2:177,277- 4:162- 9:71
6. zakat
7. Morteza Avini website
8. Holy Quran 19:31, 55 – 2:43
9. Alms

The best way to begin this article is by this beautiful saying of Imam Sadiq (AS) regarding Hajj: “The pilgrims, i.e., performers of Hajj or ‘Umrah’ are the guests of Allah, if they ask for something, He will answer them; if they supplicate to Him, He will answer them; if they intercede, He will accept it; and if they keep quiet, He will be the beginner, and they will be compensated instead of one Dirham, a million Dirhams” [i].

Hajj The Holy Pilgrimage

Literally speaking, Hajj means heading to a place for the sake of visiting. In Islamic terminology, Hajj is a pilgrimage made to Kaaba, the ‘House of God’, in the sacred city of Mecca in Saudi Arabia. It is obligatory for every Muslim to perform Hajj at least once in their lifetime provided that he/she is physically and financially able to do so. The rites of Hajj, which go back to the time of Prophet Abraham who built Kaaba after it had been first built by Prophet Adam, are performed over five or six days, beginning on the eighth and ending on the thirteenth day of Dhu al-Hijjah, the last month of the Islamic calendar.

Hajj is the ultimate form of worship, as it involves the spirit of all the other rituals. Nearly two million Muslims from all over the world meet each other and refresh in themselves the faith that all Muslims are equal and deserve the love and sympathy of others, regardless of their race, wealth, status, class, culture and ethnic origin [1].

Generally, there are three kinds of Hajj: Hajj al-tamattu, Ifrad, and Qiran. The first is the duty of a person whose home is located 16 farsakhs (about 90 km) away from Mecca. The second and the third (Ifrad and Qiran) are the duties of those who live in Mecca or outside it within this distance. Hajj al-tamattu differs from the two other kinds in its rituals and practices which is the focus of this article. It is also noteworthy that even Hajj al-tamattu becomes obligatory under certain circumstances, including sanity, adulthood [ii] and Istita’ah [iii] [2].

In the context of Hajj al-tamattu, the question of ability to perform this task (Istita’ah) and who is capable of it (Mustati) is of utmost importance and a very sensitive issue. To be Mustati, you should have the following abilities:

financial ability – i.e., you have enough money to support yourself and your family on your journey,
physical ability- i.e., Hajj is not obligatory for the sick, the old or those who are either unable or would face severe hardship,
Sirbi ability - i.e., the route is open and safe,
Time ability- i.e., that there should be enough time to go on Hajj after becoming Mustati [3].

Bearing these conditions in mind, let’s take a brief look at the rituals a person should perform when they go on Hajj.

Basically, Hajj al-tamattu consists of two parts: Umrah of Tamattu [iv] and the Hajjah, both have to be performed in the same year in Dhu al-Hijjah.

The rituals that have to be performed in the first part (Umrah) include five stages:

Ihram
Circumambulation (Tawaf)
Prayer of Tawaf
Sa’y
Taqsir

The pilgrims who visit Prophet Muhammad's (PBUH&HP) shrine and Imams' sepulcher in Medina before performing Hajj rituals, become Muhrim in Masjid al-Shajarah, and those who travel to Mecca from Jeddah become Muhrim in Juhfah.

To be Muhrim, men should take out all the clothes that are stitched and instead wear a two-part unsewn and clean white garment, one covering the lower parts of their body and the other their shoulders. Women, however, can wear stitched clothes provided that they are clean and white, and their face is not covered by anything. Then intending to perform the Umrah of Tamattu, they should say: LabbaikAllahommalabbaik,labbaika la sharikalakalabbaikm [vi].

Now you are Muhrim and ready for entering the sacred house of God.

There are twenty-five things which are forbidden in the state of Ihram. These are:

Hunting the land animal
Sexual intercourse
Kissing the woman.
Touching the woman
Looking at the woman and indulging in foreplay
Masturbation
Marriage
Using perfume
For men only: wearing the sewn clothes
Applying kohl on the eyes
Looking in a mirror
Wearing shoes or socks (For men only)
Cursing other people
Quarreling with others
Killing the insects on one’s body
Using cosmetics
Applying oil on the body
Getting rid of the bodily hair
For men only: covering the head. (Even submerging the head in a body of water is not allowed, for both men as well as women.)
Covering the face (For women)
For men: shading themselves from sun or rain.
Causing blood to come out of one’s body
Clipping the nail
Pulling out the teeth [4]

After saying your intention (Niyyah), you have to circumambulate (turn around) Kaaba located in Masjid al-haram seven times; “a fixed point in the center and everything else moving round it; a circular movement… sun in the center and turning round it are people, each a star in their own sky” [5]; you are performing Tawaf.

The reason for this rite is that the heart and soul of the pilgrim should move around the House of Allah and his love for Allah should become so great that no worldly attraction, neither the East nor the West, would distract him from this path. Only the Oneness of Allah (Tawhid) should attract him. Tawaf also conveys the message of unity. The pilgrims have come from different countries in the world; they have all gathered in Masjid al-haram circumambulating around Kaaba. It seems as though they were drops of water that now have made a huge ocean altogether [6].

When circumambulating, note that Kaaba should be on your left side, your clothes should be completely clean, and you should perform Wudu (ablution) before starting. Also, be careful not to bump into other pilgrims and keep your shoulders straight. After completing this holy task, you should perform a Salat which is called prayer of Tawaf (Tawaf’s Salat) and is performed like Morning Prayer behind Maqam Ibrahim.

Now, you have done your Tawaf and performed the Salat after it; what you will go through next is called Sa’y. You should walk the distance between Safa and Marwah seven times, starting from Safa and terminate the first lap at Marwah, then walk the second lap from it to Safa and so on till you terminate the seventh lap at Marwah. Don’t worry, if you get tired you are allowed to take a brief rest and start over from where you stopped.

Last but not least, in the rituals that should be performed throughout Umrah al-tamattu is called Taqsir, meaning that you have to cut a short piece of your hair or nails. With this task done, your Ihram will be finished, and everything that was Haram in this process will become Halal again, and you can take off your Ihram clothes.

Congratulations! You made it; you have completed the first part of your pilgrimage. Now, you will enter the next phase, called Hajjah.

Hajjah consists of 14 stages:

Wearing Ihram
Staying at Arafat
Staying at Muzdalifah (Mash'arul Haram)
Going to Mina
Stoning the Jamratul Uqba
Sacrificing an animal
Taqsir
Tawaf of Hajj
Prayer of Tawaf of Hajj
Sa’y
Tawaf-un Nisa
Prayer of Tawaf-un Nisa
Staying at Mina
Stoning the three pillars (Jamaraat) on the 11th and 12th of the month

On the 8th day of Dhul-Hijja, pilgrims become Muhrim again and go to Arafah -a plain about 20 km Southeast of Mecca- and stay there on the 9th of Dhul-Hijja from noon to sunset. You can walk, sit or sleep, talk or keep quiet and think in there, but it is strongly recommended to spend the entire day, especially the afternoon, in supplication and Dua.

At sunset, you have to set out to Muzdalifah (Mash’arul Haram) where you are supposed to stay until sunrise and at which you gather pebbles for hitting the Jamaraat. Then on the 10th day, you leave for the land of Mina. You need to stone the Jamratul Uqba (biggest pillar) with seven pebbles, sacrifice a sheep, a camel or a cow, and shave your head or perform Taqsir [vii].

After performing three of these you can come out of Ihram, but there are still acts you have to do and ones that are forbidden like wearing perfume, hunting, and marital relations.

Acts that remain to be performed:

Tawaf of Kaaba; you turn around Kaaba, seven times as you did for Umrah.
Salat of Tawaf; after performing Tawaf, recite two-Rak’at Salat behind Maqam-e- Ibrahim.
Sa’y; perform Sa’y the same as the one did for Umrah except for the intention which has to be of Hajj-al-Tamattu.
Tawaf-un-Nisa; return to Kaaba and perform another Tawaf with the intention of Tawaf-un-Nisa of Hajj-e-Tamattu.
Salat of Tawaf-un-Nisa; recite another two Rak’at Salat behind Maqam-e-Ibrahim with the intention of Salat of Tawaf-un-Nisa of Hajj-al-Tamattu.
Spending the night in the land of Mina; it is obligatory (Wajib) to spend the night of 11th and 12th of Dhu al-Hijjah in Mina.
Rami al Jamaraat; while in Mina, you have to stone all the three pillars (Jamaraat) with seven pebbles between sunrise and sunset on both the 11th and 12th day.

After stoning the three Jamaraat on the 12th day, you will leave Mina for Mecca before sunset. Your Hajj is complete, and you are free to do everything you were allowed to do before Ihram. There is also a great emphasis on visiting the Prophet's mosque in Madinah before or after Hajj. Pilgrims return to their countries after Hajj rituals, and they are as pure as a newborn baby.

May God accept your Hajj.

Notes:

[i] A unit of currency in several Arab states

[ii] People who have reached the age of shar‘ī puberty

[iii] Having the capacity to perform Hajj

[iv] Not to be confused with the Umrah al-mufradah which refers to Umrah that is performed independently of Hajj. However, they have some rituals in common.

[vi] «لَبَّيْكَ اللّهُمَّ لَبَّيْكَ، لَبَّيْكَ لا شَرِيكَ لَكَ لَبَّيْكَ»: "Here I am (for Hajj). Oh Allah, here I am. Here I am. You have no partner. Here I am."

[vii] Women clip their hair or the tip of their fingernail.

References:

1. what is Hajj
2. Hajj
3. Hajj
4. Hajj & Umrah
5. Shariati, Ali. Hajj (The Pilgrimage)
6. Hajj