Jewish Community Foundation of San Diego - Advisor eNewsletter Preview
It's time to celebrate our past and focus on our future!
For 50 years, the Foundation has built our community through generous philanthropy and innovative programs. Please join us as we celebrate this anniversary and share our vision for the future.
50th Anniversary Celebration Brunch
Sunday, November 12, 2017 / 11:00 am - 1:30 pm
Hilton La Jolla Torrey Pines
10950 N. Torrey Pines Road, La Jolla, CA 92037 Kosher brunch. Validated self-parking.
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.
Will Tax Reform Include New Charitable Deductions?
As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand charitable giving. Rep. Mark Walker (R-NC) introduced the Universal Charitable Deduction Act (UCDA). Read More
Private Letter Rulings
Conversion of Charitable Lead Annuity Trust from Non-Grantor to Grantor Trust
Grantor, as settlor and trustee, created a charitable lead annuity trust (Trust). Grantor sought approval to amend Trust's agreement, which would convert Trust from a non-grantor lead trust to a grantor lead trust. The amendment would allow Grantor's sibling... Read More
Case Of The Week
Lucky Lucy Lindstrom's 'Ultimate Control' Charity
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. Lucky Lucy also managed her own... Read More
Article Of The Month
Charitable Strategies for Hedge Fund Managers Facing Repatriation of Offshore Fees
For hedge fund managers who hold pre-2009 fees in deferred compensation programs offshore, the tax-clock is ticking. When the clock strikes midnight on December 31, 2017, any pre-2009 deferred incentive and management fees held offshore will be subject to tax... 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