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Welcome to Jewish Community Foundation of San Diego Planned Giving
Thank you for your interest in Jewish Community Foundation of San Diego. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at JCF San Diego who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
IRA Gift Video
Learn more about IRA Rollover Gifts by watching our IRA Rollover video.
Click here.
| Weekly Article | | | | | Experience the Benefits of a Unitrust
 Bob and Carol were nearing retirement. Their children were grown and they had worked many years and built successful carreers. One of the greatest joys in their lives was gathering the family for vacations and holidays at their mountaintop cabin. More ... |
Benefits for Family and Jewish Community Foundation of San Diego
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with Jewish Community Foundation of San Diego. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jeremy@jcfsandiego.org.
If you are a professional advisor, you may take the following steps on this site.
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