By creating an endowed JFCS Named Fund, you are helping JFCS to fulfill a promise for tomorrow—a promise that JFCS will always be there to provide crucial, life-saving services for the vulnerable and dependent in our community. You name the fund and designate its use—it will exist in perpetuity to honor your foresight. A Named Fund may be established with a gift of $2,500. Named Fund gifts of $10,000 or more will be recognized as members of our Carob Tree Society.

Benefits to You

• You can carry on your family name or remember a loved one or special occasion in a way that will serve others long into the future.
• You may opt to have JFCS create a special Web page for you, called a Legacy of Loving Kindness page, that details your reasons for creating your fund. This is particularly heartwarming in situations in which the fund has been created in honor or memory of a loved one.
• You may use your fund to promote philanthropy within your family and to teach tzedakah to your children and grandchildren.
• You receive a personalized annual report each year describing the Fund's investment performance and the use of the Fund's proceeds during that year.
• You receive an immediate income tax deduction for the full value of the charitable gift.
• You bypass capital gains taxes on long-term appreciated securities.
• Upon request, announcements of the fund will be sent to family and friends.

   

  For additional information on the simple steps to set up a Named Fund, please call our endowment professionals (see contact information).

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