Bequests

Giving by bequest costs nothing now, but can give you great satisfaction to know that your future gift will live on.

A Bequest is an effective and simple way to leave a legacy of caring and compassion for the community through a gift through your will to Jewish Family and Children’s Services. You can provide general support for services where most needed, fund a program, project or area of service that is important to you. A bequest is simply a distribution from your estate, through your last will or living trust, of cash, marketable securities, or other property.

Securing Your Giving Choices, Securing Our Future

Establishing a bequest to JFCS allows you to maintain total control of your assets during your lifetime and yet act upon your desire to help others and give back to our community. A bequest to JFCS can be made for a specific amount, for a percentage of your estate, or for all or a portion of what is left after you have made specific bequests to your family and others.

What Are the Benefits of Leaving a Bequest?

  • Create a Legacy – A bequest to JFCS allows you to decide what your legacy will be and what kind of impact you will make on following generations, earmarking help to go to  the area of greatest concern to you. Be it special needs children, legal and support services for people with disabilities, home care for frail elderly, or simply for use where most needed, you can make a statement about what is important to you. You can specify that your bequest create an endowment to last in perpetuity or to be used to meet current needs at the time your estate is settled.
  • Make a Bigger Impact – A bequest may allow you to make a more sizeable gift than you might be able to consider during your lifetime.
  • Honor or Memorialize a Loved One – Use your bequest to establish an endowed Named Fund that carries in perpetuity your name or the name of someone you wish to honor.
  • Enhance the Value of Your Estate – Bequests enable you to minimize taxes for your estate and heirs. As with other important financial decisions, please consult legal and financial professionals for advice on how to make choices to maximize the benefits of your estate.

Ready to make your bequest?

Here is language to use when establishing your bequest >

Contact Us

  • Barbara Farber
  • Director of Development and the Endowment Fund
415-449-3858