Jewish Community Foundation of San Diego - Advisor eNewsletter Preview
  



Dear John,

Talk to us about how together we can help your clients avoid regular income tax on their IRA Required Minimum Distribution (RMD) using charitable planning. New rules apply.

Call the Jewish Community Foundation at (858) 279-2740 today!

Also, ask me about the benefits of our Trusted Charitable Advisor annual program starting soon!

Best Regards,


Sharleen Wollach

Sharleen Wollach
Vice President, Operations
sharleen@jcfsandiego.org
(858) 279-2740

 
Washington News
46% Reduction in IRS Identity Theft Reports
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 income tax year "the smoothest filing season since I became Commissioner." Read More
 
Private Letter Rulings
Foundation's Grant Would Be Indirect Self-Dealing
Foundation is a private foundation created by Founder and his wife. Disqualified Person is Founder's granddaughter who created Intermediary, a public charity; she is a disqualified person with respect to Foundation. Disqualified Person has the power to cause... Read More
 
Case Of The Week
Exit Strategies for Real Estate Investors, Part 10
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 I
INTRODUCTION 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... 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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