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.
In IR-2017-130, the Service continued a summer series of warnings about tax scammers. In this latest scam, a business or nonprofit is targeted in an effort to obtain its employees' Forms W-2. Read More
Private Letter Rulings
Scholarship Awards Not Taxable
A private foundation ("Foundation") requested advance approval of its scholarship grant procedures. Foundation, a tax-exempt organization, plans to operate a scholarship program to assist with the costs of post-secondary education, specifically undergraduate... Read More
Case Of The Week
The Values-Based Charitable Remainder Trust
Stacy Powers is 40 years old and has led an interesting life. She was the only child of a successful couple. After both started their careers, they decided to have a child. During the middle years of their married life, they were delighted to be blessed... Read More
Article Of The Month
Blended Gifts - Part IV
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