Jewish Community Foundation of San Diego - Advisor eNewsletter Preview

Dear John,

We are pleased to share a simple video outlining the benefits and ease of a Donor Advised Fund. As you work with your clients on year-end planning, may we ask you to consider the following reminders?

  • Share our video "What is a Donor Advised Fund?" including 5 reasons to establish a fund at the
    Jewish Community Foundation.
  • Consider the value to your clients of contributing appreciated stock to a donor advised fund, so that they may
    avoid capital gains tax and receive a receipt for the full market value.
  • Suggest the Jewish Community Foundation with a low minimum to establish a fund: $1800.
  • Use the resources for strategic and impactful grantmaking while taking advantage of our
    JCF Impact Investment Pool.
We know how busy you are at this time of year. Please refer your clients to us and we will assist them while honoring your valued relationships. If you are an investment advisor or broker, ask us how you may still be able to manage their fund’s investments.*

If you have any questions, please contact us at: (858) 279-2740.

We are honored to be your partner in philanthropy!
Sharleen Wollach

Sharleen Wollach
Vice President, Operations
(858) 279-2740

*Contact the Foundation for guidelines and more information.

Jeremy Pearl
Executive Vice President, CFO
(858) 279-2740

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Thank you for your interest in planned giving. To access any of our resources, please go to our website.

Jewish Community Foundation of San Diego, 4950 Murphy Canyon Rd, San Diego, CA 92123
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