Since 1918, JFS has empowered San Diegans to build better lives for themselves and their families. The JFS Legacy Society honors donors who have made provisions in their estate plans to ensure that we will continue to provide life-changing services for generations to come.
There many types of planned giving opportunities that allow you to protect your assets during your lifetime—while making an impact well into the future.
Here’s where you can find the giving opportunity that speaks to you, and download forms and legal language to provide your advisors.
Real Estate
Retained Life Estate
Stock
Donor Advised Fund
Named Endowment Fund
Charitable Trusts
Charitable Annuities
Bequests
Centennial Campaign
Retirement Plans
Life Insurance
Personal Property
Please contact Patty Fuller, Planned Giving Specialist, to start the conversation. We’re here to answer your questions and help you get started.
Fellow volunteers, and former board members, Louie Vener and George Wise both grew up in the South Bay, and even had the same doctor—but they didn’t meet until they got involved with Jewish Family Service (JFS). That was 25 years ago.
Today, they are proud members of the JFS Legacy Society.
Downloadable forms to share with your financial advisor
Bequests through a Will or Trust >>
Charitable Pledge Agreements >>
Centennial Countdown Campaign Pledge Forms
Pledge Agreement for Current Gift >>
