Giving Checklist

The Jewish Community Foundation can use the following information to assist you and your advisors to design the optimum legacy plan.

  1. Do you want to include charitable organizations in your estate plan? The following sample wording may be given to your attorney.

    I give (cash of $_________ or ___% of my estate or specified property) to the Jewish Community Foundation of San Diego, tax ID number 95-2504044, to be distributed per the legacy instructions on file with the Jewish Community Foundation.

    [Foundation staff is available to assist you to complete this process.]

  2. Would you be interested in making a gift that will provide you with lifetime income?
  3. Do you own appreciated stock?
  4. Can you gift part of or your entire retirement plan?
  5. Do you own real estate or other business interests?
  6. Do you own life insurance? If so, would you consider naming a charitable beneficiary for part or all of the proceeds?
  7. Would you consider purchasing a new life insurance policy to fund a
    legacy gift?

We encourage you to consult with Sharleen Wollach, Vice President, Operations, at 858-279-2740 and with your professional advisors before finalizing any charitable gift.