Recognizing people who

plan to extend their tradition of charitable

giving beyond their lifetimes by making a bequest to

Jewish Communal Fund

Whether your bequest creates a memorial fund, a fund for family

members, or replenishes an existing fund, you can create a

meaningful and thoughtful legacy at JCF.

JCF provides valuable tools and services to help you plan your legacy:

• Personal Relationship Manager • Legacy Workbook – hard copy or

online • Educational Workshops and

Seminars • Philanthropic and Investment

Advisors

Continue family traditions…starting today

• Children’s Giving Funds• NextGen Funds• Family Fund

Plan for succession now.

JCF’s strategies for carrying out your philanthropic goals:

• Involve family members with your philanthropy in your lifetime.

• Name family members as successors. They can inherit your fund, or divide your fund for each family member.

Additional JCF strategies:

• Leave a bequest to your fund anddesignate your favorite IRS-qualified charities as successors.

Provide for the charities you hold dearEndowed and Designated Funds allow you to designate:

• Which charities will receive grants• How much to distribute to each

charity • When to send out grants

$500,000 minimum for Endowed funds

There are many ways to fund your legacy:

• IRA and pension plans • Insurance policies or trusts • Charitable Remainder Trusts• Gifts of property: real estate, art,

etc.• Appreciated securities • Bonds • Cash

Work with JCF relationship managers to create a legacy plan that continues your philanthropic objectives. If you have included JCF in your estate plan, please let us know!

Questions? Email Ellen Israelson at ellen@jcfny.org or call JCF at 212-752-8277.