Please note: Bequests are subject to state law requirements. Hence, advice of counsel should be obtained before using any particular form of bequest.

Outright bequest

Provides a gift for the Jewish Community Endowment Fund's general purpose

I give to the Jewish Community Endowment Fund of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, 121 Steuart Street, San Francisco, CA 94105, the sum of $____________ [or ________% of] [or describe the real or personal property].

Memorial designation

Gives you an opportunity for naming recognition

I give to the Jewish Community Endowment Fund of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, 121 Steuart Street, CA 94105, the sum of $__________ [or ____ % of] [or describe the real or personal property] to establish a permanent fund to be known as the [NAME] Endowment Fund on the records of said Jewish Community Endowment Fund.

Residuary bequest

Enables a gift to be made to the Jewish Community Endowment Fund after other specific gifts are made
I give to the Jewish Community Endowment Fund of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, 121 Steuart Street, San Francisco, CA 94105, the sum of $_______________ [or ________% of] the residue of my estate.

Gift to be added to a fund

I give $ ________ [or ____% of] [or describe the real or personal property] to the Jewish Community Endowment Fund of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, 121 Steuart Street, San Francisco, CA 94105, to be held and administered as part of the Endowment Fund of said Federation with distributions of income and/or principal to be made as the governing Board of the Federation shall from time to time determine.

Gift to a designated fund

Gift earmarked for a field of interest or a specific agency

I give $ ____________ [or ____ % of] [describe the real or personal property] to the Jewish Community Endowment Fund of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, 121 Steuart Street, San Francisco, CA 94105 to be held and administered by the Federation as an Endowment Fund, with distributions of income and/or principal to be distributed not less than annually for the following charitable purposes:

Examples: 

• Jewish youth
• Seniors
• Arts and culture

Subject to the right of the governing Board of said Federation to alter the foregoing designations in the event that any of them shall, by reason of changed conditions, become impossible of fulfillment, impracticable or undesirable as determined by the governing Board of said Federation.

For more information contact:

Tamara Wallenstein at 415.512.6217 or email tamaraw@sfjcf.org