Jewish Community Foundation of San Diego - Advisor eNewsletter Preview
Registration Now Open!
The Foundation offers the Trusted Charitable Advisor (TCA) program to advance charitable planning and to further strengthen our partnership with the San Diego professional advisor community.
Over lunchtime workshops, professional advisors meet and learn from philanthropy professionals and colleagues to discuss approaches to strengthening their client relationships.
Program Highlights include recognition as a Trusted Charitable Advisor in Foundation publications and website and customized materials for your firm to lead charitable conversations. Connect with other charitably-minded advisors and learn about emerging trends in philanthropy.
-- Receive a complimentary ticket to the Annual Professional Advisor event.
On June 21 IRS Commissioner John Koskinen spoke at the IRS Tax Policy Center Joint Research Conference in Washington. He explained that as IRS Commissioner, he is regularly asked his opinion about tax reform. Read More
Private Letter Rulings
Extension Granted to Make Portability Election
Decedent died on Date 1, survived by Spouse. In order for Spouse to benefit from Decedent's deceased spouse unused exemption (DSUE), Decedent's estate was required to file Form 706 within nine months of Decedent's death. Decedent's estate failed to file Form... Read More
Case Of The Week
Exit Strategies for Real Estate Investors, Part 15
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It was definitely his passion.
Amazingly, Karl continued to... Read More
Article Of The Month
Blended Gifts Part II
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current gifts, together with a planned gift, such as a bequest,... Read More
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