overview of JCF\'s succession planning services for philanthropic individuals and families. DAFs, endowed and designated funds, multi-generational funds.

1. Recognizing
people who plan
to extend their
tradition of
charitable giving
beyond their
lifetimes by
making a bequest
to Jewish
Communal Fund

2. Whether your bequest creates a
memorial fund, a fund for family
members, or replenishes an existing
fund, you can create a meaningful
and thoughtful legacy at JCF.

3. JCF provides valuable tools and
services to help you plan your legacy:
• Personal Relationship Manager
• Legacy Workbook – hard copy or
online
• Educational Workshops and Seminars
• Philanthropic and Investment Advisors

4. Continue family traditions…
starting today
• Children’s Giving Funds
• NextGen Funds
• Family Fund
Plan for succession now.

5. JCF’s strategies for carrying out your
philanthropic goals:
• Involve family members with your
philanthropy in your lifetime.
• Name family members as successors.
They can inherit your fund, or divide your
fund for each family member.

6. Additional JCF strategies:
• Leave a bequest to your fund and
designate your favorite IRS-qualified
charities as successors.

7. Provide for the charities you hold dear
Endowed and Designated Funds allow you to
designate:
• Which charities will receive grants
• How much to distribute to each charity
• When to send out grants
$500,000 minimum for Endowed funds

8. There are many ways to fund your legacy:
• IRA and pension plans
• Insurance policies or trusts
• Charitable Remainder Trusts
• Gifts of property: real estate, art, etc.
• Appreciated securities
• Bonds
• Cash

9. Work with JCF relationship managers
to create a legacy plan that continues
your philanthropic objectives. If you
have included JCF in your estate plan,
please let us know!
Questions? Email Ellen Israelson at
ellen@jcfny.org or call JCF at 212-752-8277.