Shape Your Legacy. Strengthen the Future.
Since 1972, Jewish Communal Fund has helped families like yours make a lasting impact through philanthropy. With a JCF donor advised fund, you can extend your legacy, pass down your charitable values, and continue supporting the causes you care about for generations to come. Your Succession Plan ensures that your charitable vision lives on, guided by your intentions.
![Guide for Planning your Charitable Legacy](https://jcfny.org/app/uploads/2023/04/Legacy-Guide-cover.jpg")
JCF has created three options for your Succession Plan:
Option 1:
Designate Individuals as Successors
Name individuals to continue your philanthropic legacy. Choose whether they act independently or whether your fund should be divided among Successors.
Option 2:
Name Charities as Successors
Distribute assets to one or more IRS-qualified public charities in lieu of individual Successors.
Option 3:
Divide Assets Between Successors & Charities
Empower individuals to continue your charitable legacy and leave a lasting impact on the organizations important to you by choosing both individuals and charities as Successors.
JCF Legacy Fund
The JCF Legacy Fund is an endowment-style fund designed for lasting impact. A Legacy Fund, which can be established with a minimum of $500,000, provides annual grants to charities of your choice for several years after your lifetime. You have the flexibility to choose how many years the fund will exist, how the assets are invested, and which charities will benefit. Contact JCF to learn how a Legacy Fund could enhance your Succession Planning.
Ways to Fund Your Legacy
Implementing your Succession Plan starts with smart estate planning. JCF offers flexible and tax-efficient giving options and accepts most assets. Some efficient options include:
JCF accepts the following assets:
- Cash
- Securities
- Mutual funds
- Bonds
- Private Stock
- Real estate and other real property
- Life insurance
- IRAs, pensions and other retirement accounts after your lifetime
- Remaindermen of a private foundation
- Trusts, including Charitable Remainder Trusts
- Bequest from your will
Bequests to Your Fund
You may designate the Jewish Communal Fund (and specify your fund, or the JCF Special Gifts Fund) as the charitable beneficiary of a bequest from your will,* an IRA, a 401(k) plan, a charitable remainder trust, or life insurance policy. You may terminate a Private Foundation by granting all remaining assets to your JCF fund (check with your attorney for termination requirements and filing instructions).
Please complete a Deferred Gift Form if you plan to make a testamentary gift to your fund. Jewish Communal Fund’s EIN is: 23-7174183. Please see our sample language here for guidance.
Deferred Funds
You do not have to currently be a JCF Fundholder to establish a Deferred Fund from your estate. Click here for more information.
Family Legacy Planning Conversation Starters
Explore helpful family legacy planning conversation starters to jumpstart your family discussions.
Legacy Letters and Ethical Wills
Once you begin planning your family charitable legacy, many people find it meaningful to create a legacy letter or ethical will to leave for their family. This works best when it is written in addition to conversations with loved ones during your lifetime.
Questions about estate planning and donor advised funds?
We would be happy to assist you.