Endowments and Planned Giving
Meet future needs in this moment by creating a legacy with Jewish Federation of San Diego. A planned gift is a lasting investment that ensures our continued ability to care for our Jewish community. Jewish San Diego benefits every year from donors who created legacy gifts: gifts of permanence (endowments) that support our annual campaign initiatives that protect, inspire, and empower our shared Jewish experiences.
We will work in partnership with you and your professional advisors to plan a gift that furthers your unique financial and charitable goals.
Let us help you create your legacy
We’d love to talk with you about your lasting gift that ensures a thriving Jewish future in San Diego perpetually. Connect with Lorraine Fisher, Director of Development, by emailing or call 858-737-7130.
Bequests
A bequest is a simple yet impactful way to leave a legacy. By including Jewish Federation of San Diego in your will or living trust, you can designate a specific amount, percentage, or the remainder of your estate to support the community. This meaningful gift costs nothing now and helps secure a strong Jewish future.
Endowments
Endowments offer a lasting impact by creating a fund that generates support in perpetuity. By establishing an endowment, you ensure that Jewish Federation of San Diego can continue essential programs and services for generations, fostering a thriving community.
Donor-Advised Funds and Family Foundations
A Donor-Advised Fund or Family Foundation provides a flexible, tax-efficient way to manage your charitable giving. You can recommend grants to the causes you care about and engage future generations in philanthropy, ensuring that your family values and commitments to Jewish life endure.
Individual Retirement Accounts (IRA)
Using your IRA to create a charitable legacy can be a tax-wise option, particularly for those aged 70½ or older. You may be able to make a qualified charitable distribution (QCD) directly from your IRA or other retirement account to Jewish Federation of San Diego, avoiding income tax while supporting the causes most important to you.
Charitable Gift Annuities
A Charitable Gift Annuity is a way to make a meaningful gift while receiving income for life. With a CGA, you make a gift to Jewish Federation of San Diego and, in return, receive fixed payments annually. It’s a win-win that benefits you now and sustains the Jewish community for the future.
