Minimum Gift of $2,500

Establish a Named Fund

Designate Its Use

Exists in Perpetuity

Named Funds

Establishing a Named Fund is a wonderful way to contribute to a JFCS program that is especially meaningful to you, to memorialize loved ones, or to commemorate a special occasion.  A minimum gift of $2,500 ensures that your Fund will have the ability to help those in need in our community, now and in the future.

Your benefits include:

  • An income tax deduction (and avoidance of capital gain taxes on gifts of appreciated stock)
  • Receipt of an annual narrative and financial report, describing your Fund’s investment performance and those helped during the year through its income distribution
  • The opportunity to add a customized web page about your Fund to JFCS’ website and/or to have announcements about the creation of your Fund sent to family and friends. See Named Fund page examples here >

Other opportunities:

  • With a major gift you also have the opportunity to endow a JFCS program or chair of special importance to you
  • A supporting foundation affiliated with JFCS offers tax incentives to existing private foundations that choose this option

carob tree

 

With a gift of $10,000 or more (which may be paid over four years) you join JFCS’ Carob Tree Society and earn a match of $3,600, thus increasing the good that your Fund can accomplish in our community. 

As with all 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

Join the JFCS Family

Join the JFCS Family

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