A donor advised fund is an efficient way to ensure that the charities you care about will be supported for years to come. It is also a meaningful way to introduce future generations to the joys of charitable giving, and an excellent tool for estate planning.
Join the JCF Legacy Circle
The JCF Legacy Circle is our way of recognizing people who plan to extend their tradition of charitable giving beyond their lifetimes by including JCF in their estate planning. These couples and individuals have taken a holistic approach to shaping their legacy by passing on more than their wealth; through designating assets for their charitable fund they are transmitting their philanthropic and other values to future generations. Whether your bequest replenishes an existing fund, creates a memorial fund or a new fund for family members, you can leave a meaningful and thoughtful legacy here at JCF. Members of JCF’s Legacy Circle take great comfort in knowing that they have put in place a plan to enable their family to continue their tradition of giving, and/or provide for the charities they hold dear. There are many ways to fund your legacy, including: IRA and pension plans, cash, bonds, securities, charitable remainder trusts, gifts of real property and insurance policies.
Legacy Circle members receive the following:
- Personal Relationship Manager
- Legacy Reflections Planner
- Legacy Scrapbook and Guide to leave to your family
- Educational Workshops and Seminars
- Recognition in the Annual Report
- Philanthropic and Investment Advisors*
*fee for service
It’s simple to join the Legacy Circle; just call and let us know that you intend to include JCF in your estate plan. Our staff is here to assist you with your succession planning and help you create a lasting philanthropic vision. For more information contact Ellen Israelson at email@example.com.
Leave a Legacy – Perpetuity
JCF does not limit succession on its donor advised funds. If you wish to have a fund established upon your death, you may name the Jewish Communal Fund as the charitable beneficiary of the following:
· Charitable Remainder Trust · Insurance Policy · Will · IRA · 401(k) plan
We also suggest that you submit a Deferred Gift Notification form to the Jewish Communal Fund expressing your wishes regarding the administration of the assets that will be transferred following your death. You may request to have particular individuals serve as recommenders on the fund, or you may indicate the names of qualified charities that you recommend receive ongoing annual distributions from the fund in your memory.
Please consult your tax and legal advisor when creating a testamentary gift, trust, or other planned gift to the Jewish Communal Fund.
The Tax I.D. for the Jewish Communal Fund is: 23-7174183