Planned Giving

Come Change Lives with Us

Our supporters are people with passion – for serving others and strengthening our community. We are committed to helping you bring that passion to life. By including Jewish Family Service of San Diego in your legacy plans, you will enable us to broaden and deepen our commitment to meeting people where they are and providing services that uplift and empower.

Learn More
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Charitable Gift Annuity

REQUEST YOUR FREE PERSONALIZED GIFT ILLUSTRATION TODAY!

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
JFSSD
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments to you and a loved one, or another person you designate, for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • You can give appreciated stock or property and realize larger tax savings
  • Benefit from payments that may be partially tax-free

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Jewish Family Service of San Diego.

  1. You transfer cash or property to Jewish Family Service of San Diego.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown