planned giving

At Jewish Family Service, we make a difference in people’s lives. You can see it in our past, you can feel it in our present, and you can count on it in our future.

Our ability to help depends on you. Your bequest or planned gift goes a long way in meeting the needs of the community. You can ensure that vital programs are in place for future generations.

Bequests
Make a provision in your will of cash, securities, or other personal property to benefit our many programs and services.

IRA or Pension Plans
If you plan to give any property through your will to Jewish Family Service, then it makes sense to give the ordinary income assets, such as an IRA or pension plan, to us and transfer stocks, bonds, or real property to family.

Charitable Gift Annuity
Gift annuities are simple contracts in which you exchange a gift of cash or securities for a guaranteed, fixed income each year for the rest of your life.

Charitable Remainder Trust
Create a trust with assets managed by a trustee. You or other named income beneficiaries receive income from the trust until it is dissolved. When the trust is dissolved, the remainder of the assets is distributed to JFS.

Charitable Lead Trust
You create a trust where income is generated to Jewish Family Service for your entire life or just a set number of years. At the end of the term, the trust is distributed back to you or to your heirs.

For more information
or to leave a legacy gift,
call (858) 637-3018 or email.