Opportunities to achieve charitable goals
If you or a loved one own an IRA and are age 70½ or older, you may transfer up to $100,000 directly from your IRA to the Jewish Community Federation's Annual Campaign or Endowment Fund to meet future emergencies, seed new initiatives and provide capital grants to ensure the vibrancy of the Jewish community for the future.
You may also invest in our Jewish future with a gift to one of the following initiatives which are meeting crucial needs within our community.
How to Make a Gift:
You must instruct your IRA custodian to transfer funds directly to the Jewish Community Federation. Please note that the new law does not allow contributions to donor advised funds, supporting foundations, private foundations, life income plans, or charitable lead trusts.
For your convenience, we have prepared a memo (50k fillable PDF)
that contains the information that your IRA custodian will need to make the transfer. To learn more about using your IRA to help accomplish your philanthropic goals, please contact us at 415.512.6211 or firstname.lastname@example.org
Please note: This information is not intended to provide legal advice. We encourage you to seek the advice of your professional advisor before making a gift from your IRA.
Planning your legacy with your IRA or Retirement Plan
Retirement plan proceeds paid after death are subject to both income and estate taxes. These are, therefore, not ideal assets to leave to your heirs. Naming the Jewish Community Federation as the beneficiary of your retirement plan can save taxes and leave a legacy to help ensure the future of the Jewish community.
For more information please contact us at Jcef@Sfjcf.org or 415.512.6211