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.
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BequestYou designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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Donor Advised FundsYou fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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IRA RolloverCongress 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 GiftsYou can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Charitable Gift AnnuityYou 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 UnitrustYou 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 TrustYou 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 TrustYou 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 UnitrustYou 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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Give It Twice TrustYou provide your children with a stream of income while making a gift to charity.
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Life Estate ReservedYou give your property to our organization but retain the right to use the property during your life.
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Bargain SaleWe 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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