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!
Both House and Senate leaders have appointed members of the bipartisan conference committee to finalize the Tax Cuts and Jobs Act. The House group will be led by eight Republican and five Democratic members. The Senate will send eight Republican and seven... Read More
Private Letter Rulings
Organization Whose Funds Benefit Members Only Loses Exempt Status
Organization was formed as a nonprofit corporation for the purpose of providing healthcare assistance, education and rural development in the areas of X. Organization's bylaws also state that it was formed to provide assistance to families in which tragedy... Read More
Case Of The Week
Lucky Lucy Lindstrom's Flood Recovery Plan
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began advising clients. Lucy also managed her own... Read More
Article Of The Month
Charitable Giving Strategies for Business Ownership Interests - Part II
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention on building their businesses or accumulating wealth. Many times,... 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