MINIMUM GIFT OF $10K

RECEIVE PAYMENTS FOR LIFE

TAX ADVANTAGES

HELPS TODAY & TOMORROW

Charitable Gift Annuities

You can make a generous gift and receive a stream of payments to you and/or a loved one – all while generating valuable tax benefits.

How it works:

  • JFCS promises by contract to pay you and/or a loved one fixed payments for life in exchange for a gift of cash or securities
  • Amount of payments is based on your and/or your beneficiary’s age and the value of the donated asset
  • After your lifetime(s), the remaining balance passes to JFCS

Your benefits include:

  • Income for you and/or a loved one for life
  • Immediate income tax deduction for a portion of your contribution
  • A portion of future payments may be tax-free
  • Favorable capital gains treatment for appreciated securities
  • Flexibility to start payments immediately or defer to a later date
  • Favorable payout rates
  • Security of your investment being backed by JFCS and not affected by market fluctuations

How to make your gift:

  • Minimum gift of $10,000 by someone 65 or older
  • Contact us for a personalized illustration of your payout rates and tax advantages, with no obligation

As with other important financial decisions, you may want to consult legal and financial professionals for advice.

CONTACT US TODAY

Barbara Farber

Director of Development and the Endowment Fund

415-449-3858

Tax ID Number: 94-1156528

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