planned giving

Child with grandparentsAt 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.

Forms and Legal Language
Click here to access and download the necessary forms/legal language you will need to update your estate planning documents. 

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.

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.

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

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CONTACT
information
(858) 637-3018
Send an email>>

CLIENT SERVICES
(858) 637-3210

ADMINISTRATION
(General Information)
(858) 637-3000

JOAN & IRWIN JACOBS CAMPUS
Turk Family Center
8804 Balboa Ave.
San Diego, CA  92123


All communication is strictly confidential.
 

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