These plans provide a donor or other individual designated by the donor with income throughout their lifetime. Life income gifts offer other benefits aside from income for life, including the ability to make a significant charitable gift after one’s lifetime.

• Charitable Gift Annuity — A charitable gift annuity allows you to make a meaningful gift to the JCEF, while also providing for your future financial well-being. A gift annuity makes it possible to transfer cash, real estate, or securities such as stocks or bonds to the JCEF. In exchange, you or your designee will receive fixed payments for life.
• Pooled Income Fund — A fund, under which the donor or a designated beneficiary receives income based on the value of the gift, which is pooled with other gifts to maximize investment benefits, with the remainder used for charitable purposes upon the death of the beneficiary.
• Charitable Remainder Trust — A trust that pays income to one or more individual beneficiaries for life or a term of years, and then distributes the remaining assets to one or more charities.
• Charitable Lead Trust — A trust established for the benefit of a charity under which the charity receives income from an asset for a set number of years or for the trustor's lifetime. Upon the termination of the trust, the asset reverts to the donor or the donor’s designee.

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