You can leave an unrestricted charitable bequest in your will or living trust. You can establish a permanent fund in your name through a bequest as part of your estate plan. And, you can create a life income plan for a loved one with the remainder left to the Endowment Fund.

A bequest may be unrestricted or restricted, or an addition to an existing fund or foundation. An outright bequest in a will can be made with cash, securities or other property. Your taxable estate will be reduced by the amount of your contribution.

Regardless of other charitable giving or estate plans you’ve made, a bequest to the Endowment Fund offers a practical way to minimize estate taxes and is a creative means to make a gift to the next generation.

A bequest to the Endowment Fund or a fund established at the JCEF can be made by including a few sentences in your will or living trust. Click here for suggested language for your will or living trust, for review by your professional advisor.

By naming the Endowment Fund in your will or living trust, or signing a Letter of Intent to do so, you'll become a Living Legacy Society member and, upon your agreement, be included in The Book of Life. The Book of Life contains personal accounts of why members have chosen to remember the Jewish community.

In order to help you plan your estate the Endowment Fund has recently introduced a new informational workbook, the Will Kit. The Will Kit has been designed to help you gather and organize all pertinent estate planning information in one place before you contact your attorney. Click here to learn more and order your complimentary Will Kit today.

For more information, contact:

Jennifer Gorovitz at 415.512.6215 or email jenniferg@sfjcf.org
Lisa Gurwitch at 415.512.6221 or email lisag@sfjcf.org