Planned Giving

Come Change Lives with Us

Our supporters are people with passion – for serving others and strengthening our community. We are committed to helping you bring that passion to life. By including Jewish Family Service of San Diego in your legacy plans, you will enable us to broaden and deepen our commitment to meeting people where they are and providing services that uplift and empower.

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How to Give

How to Give

Building a stronger, healthier, more resilient San Diego takes all of us.

For more than a century, Jewish Family Service of San Diego has been dedicated to uplifting and strengthening our community. At every age. And every stage of life. We are committed meeting people where they are in their journey—and providing the compassionate services that have helped generations of people move forward.

There are many types of planned giving opportunities that allow you to protect your assets during your lifetime, while also helping Jewish Family Service of San Diego make an impact well into the future.

Click on a gift model below to learn more.

  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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