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Planned Legacy Gifts:
The JFCS Permanent Endowment Fund
 
 

 

A donor may transfer ownership of a life insurance policy to Jewish Family and Children's Services or make JFCS the beneficiary of the insurance policy. This type of gift is particularly popular with donors who have taken out "extra" life insurance policies that will not be needed and donors who wish to make a large philanthropic gift to benefit JFCS but cannot afford to make an outright gift.

It's not difficult to make a life insurance gift. You simply complete a change of ownership/beneficiary form that can be supplied by your insurance company.

  • You may have a superfluous policy and would like JFCS to benefit.

  • You can make a larger philanthropic gift through life insurance than may be possible as an outright gift. Affordable premiums can produce a large death benefit.

  • You receive an income tax deduction for paid-up life insurance policies replacement value (the cost for obtaining an identical policy).

For more information about life insurance gifts, please contact the Director of the JFCS Permanent Endowment Fund at (415) 561-1222 or e-mail ClaireA@jfcs.org.




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