Jewish Community Foundation of San Diego - Advisor eNewsletter Preview

Dear John,

The Jewish Community Foundation staff would like to meet you, your staff and members of your firm!

As your partners we would appreciate sharing ways that our resources and services in charitable planning complement the work you do for your clients.

Please contact me to set up a breakfast, lunch or happy hour meeting in the near future. Also, ask me about the benefits of our Trusted Charitable Advisor program.

Best Regards,

Sharleen Wollach

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

Washington News
Phone Scams, IRAs and Tax Extensions
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing emails claiming to be from clients. Read More
Private Letter Rulings
Grant to Charity Qualifies as an Unusual Grant
Charity is a tax-exempt charitable organization under Sec. 501(c)(3). Charity was formed to preserve and maintain a historic church and prairie on land that is currently owned by a cemetery association ("Association"), which is exempt under Sec. 501(c)(13).... Read More
Case Of The Week
Exit Strategies for Real Estate Investors, Part 2
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
Navigating the Unrelated Business Income Tax – Part I
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Sec. 1.501(c)(3)-1(c)(1). This standard is known as the operational test and is designed to ensure that tax-exempt organizations are indeed operating for exempt... 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
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