Why Create Your Jewish Legacy? Creating your legacy at the Jewish Community Federation and Endowment Fund (JCF) safeguards your values and sustains the programs and institutions most meaningful to you and your family. Your legacy gift to the JCF ensures the essential and permanent resources to respond in emergencies, spur innovation and construct state-of-the-art buildings so our Jewish community thrives for decades to come. A gift of any size can make a big difference. JCF’s proud 100-year history is just a beginning. Be part of our achievements over the next century. How Do I Create a Jewish Legacy? There are many EASY ways to leave a legacy. Gifts can come in all sizes and match your personal circumstances*. Options include:

• Charitable Bequest in Your Will Create a permanent legacy by leaving a bequest of a specific amount of cash, a percentage or remainder of your estate, or a gift of property or art.

• IRA or Pension Plan Naming the JCF as an after-death beneficiary of your IRA or pension plan may help offset income and estate taxes while making a lasting impact.

• Life Insurance Policy Life insurance is an advantageous and inexpensive way to create a legacy. You can purchase a new policy or transfer an existing policy and name the JCF as owner or beneficiary.

• Charitable Gift Annuity Charitable Gift Annuities provide guaranteed lifetime income and an immediate charitable deduction. Transfer cash or stock directly to the JCF and in return you receive an annuity, partially tax-free, for you or a loved one.

For more information contact: • Andrew Fradkin at 415.512.6240 or email andrewf@sfjcf.org *This information is for general purposes only and should not be construed as legal or accounting advice. Because tax and financial consequences with any gifting program depends on personal financial circumstances, individuals should consult with their own financial and legal advisors to review charitable estate planning options.