The Jewish Community Foundation of the West offers a variety of funds designed to meet the charitable interests of individuals and families:

1. Endowment Funds
   Endowments are permanent funds that allow you to support your favorite charities or causes in perpetuity. You can establish a Restricted Endowment to support specific charities or special areas of interest. Or you can establish an Advised Endowment, where your children, family members or others you name decide each year how to distribute fund proceeds. The minimum amount to establish an endowment fund is $10,000.
   
   
2. Donor Advised Philanthropic Funds
   These are non-permanent funds that allow you to distribute any part or all of the proceeds at any time. Donor Advised Philanthropic Funds provide a way to easily budget and manage annual charitable giving. The minimum amount to establish a donor advised philanthropic fund is $1,000.
   
   
3. Bequests/Long-term Planned Giving
   Establishing a bequest has the dual benefit of creating an ongoing charitable gift stream to the charity of your choice while sheltering parts of your estate from federal and state taxes. Name the Foundation as a beneficiary in your will, trust, estate or in your life insurance policy. You can also name the Foundation as a beneficiary of your IRA, 401 (k), KEOGH or other retirement plan. The proceeds can be designated to establish a permanent endowment fund.
   
   Contact your estate planning attorney and explain that you would like to leave a legacy. Your bequest can be written into your Will or a Revocable Living Trust. The Foundation and your attorney can assist you with the appropriate language to ensure that the intent of the endowment is carried out according to your wishes.
   
   If you would like to remember JCFW in your will or living trust, please use our legal name, Jewish Community Foundation of the West. Your attorney may find the following language helpful:
   
   
   "I hereby give, devise, and bequeath ______________ (a dollar amount, or all or a percentage of the rest, residue and remainder of my estate) to the Jewish Community Foundation of the West, now or formerly in the city of Sacramento, 2014 Capitol Avenue, in the state of California, for its general purposes."
   
   The I.R.S. recognizes the Jewish Community Foundation of the West as a tax-exempt, 501(c)(3) not-for-profit organization. Our federal tax I.D. number is 68-0445835
   
   

Forms

Account Management Policy
Donor Data Privacy Policy
Distribution Policy
Distribution Instructions
Open a Donor Advised Philanthropic Fund
Designate Successor to Donor Advised Philanthropic Fund
Authorize Grant From Your Donor Advised Philanthropic Fund
Open an Endowment Fund
Open an Advised Endowment Fund
Stock Transfer to Schwab

Charitable Opportunity For Those Age 70 1/2 Or Older

If you are age 70 1/2 or older, you will be interested to learn that the IRA Rollover gift provision of the Pension Protection Act of 2006, which lapsed on December 31, 2007, has been extended through the Emergency Economic Stabilization Act of 2008. This legislation signed into law on October 3, 2008, makes charitable gift incentives retroactive as of January 1 2008, applying to 2008 and 2009 gifts of certain retirement account assets.

Those who qualify can transfer up to $100,000 person or $200,000 per couple from a traditional IRA or Roth IRA to a qualified charity without tax implications during your lifetime and witness the benefits of your generosity now. Participants will avoid paying federal income tax on the withdrawal as long as they are age 70 1/2 or older at the time the donation is made. The Jewish Community Foundation of the West is a qualified charity.