Planned gifts that may work for you

Please call 415-449-3858 or email us at [email protected] to speak to one of our experts.

Bequest

Give to Jewish Family and Children’s Services through a bequest without reducing your assets or affecting your cash flow during your lifetime. Learn more about Bequests >

Life Insurance Gifts

Transfer ownership or make JFCS the beneficiary of a policy by requesting and completing a form supplied by your life insurance company.  By doing so you may avoid certain taxes to you and your heirs.

Real Estate Gifts

By gifting real estate to JFCS you can claim a charitable tax deduction based on the full market value of the property. You also avoid capital gains taxes and eliminate certain costs associated with the transfer of real property. 

Retirement Assets

Giving retirement assets—for example, from your 401K or IRA—is both convenient and tax-efficient.  Continue to take tax withdrawals during your lifetime and achieve favorable tax results for your heirs.  Simply update your beneficiary designation form through your retirement plan administrator and notify JFCS.

Please reach out to learn more about making any kind of gift to JFCS.