JFCS: Named Continuity Fund Worksheet


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To explore what it would be like to establish a Named Continuity Fund at JFCS, please fill out this worksheet and send it to us by clicking on the submit button at the end of the form. We will use the information you provide as the basis for preparing a preliminary Fund Agreement and for future discussions on fund possibilities.

Person we should contact:
Preferred phone number: (please indicate home or work)
Best time to call:
E-mail:

1. What is the purpose of the Fund?

The purpose of the fund describes your charitable interests, or perhaps the interests of the person in whose name you are establishing this Fund. The purpose can be defined broadly or specifically depending on your intent.

I am interested in:

Providing support where most needed
Providing support in one or more of the following broad field(s) of interest:

Senior Services
Children's Services
Emergency Assistance
Émigré Assistance
Scholarships, with these specific objectives
Other (please specify)

2. What specific region or regions would you like to support with your Fund?

San Francisco
North Peninsula
South Peninsula
Marin County
Sonoma County
Where Most Needed

3. Fund Name

You may name your Fund for yourself, your family or perhaps to honor or memorialize friends or loved ones. You may also select a name that reflects you personal values or the purpose for which this Fund is established.

I am interested in:

Naming this Fund after myself/my spouse
Naming this Fund after family surname(s)
Naming this Fund after my parent(s)
Naming this Fund after my child(ren)
Naming this Fund after my friend(s)
Naming this Fund to describe my values
Naming this Fund after the purpose for which it's been established
Naming this Fund after the occasion for which this Fund was established to honor
(e.g. wedding, anniversary, birthday, bar/bat mitzvah)
Other (please specify):