FOR AGE 70.5+

GIVE UP TO $100K

DESIGNATE ITS USE

TAX ADVANTAGES

IRA Gifts

BE TAX-SMART!

Donors who are 70 ½ or older can direct all or part of the required annual minimum distribution (up to $100,000 per individual) from a traditional IRA to JFCS.  By doing so, you pay no taxes on the distribution while helping our Bay Area neighbors most in need.

Your benefits include:

  • Reducing your taxable income while simultaneously benefitting our community
  • The opportunity to direct the distribution to create a new Named Fund, add to an existing Named Fund, or satisfy an existing pledge to JFCS

NOTE:  The distribution cannot be directed to a Donor Advised Fund, nor used to pay for tickets to an event. 

How to make your gift:

  • Contact your IRA custodian, requesting that a specified amount of your distribution be made directly to JFCS, Tax ID 94-1156528
  • Notify JFCS that your gift is on the way and let us know how you would like it to be used

Thinking of leaving a bequest?  You can also designate JFCS as an eventual beneficiary of your IRA.

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

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