A Gift From Your IRA or Stock
A GIFT FROM YOUR IRA
Support the JCCSF today
If you are 70 1/2, you may make a Qualified Charitable Distribution to the JCCSF directly from your Individual Retirement Account (IRA). If you are 72, you can use all or part of your Required Minimum Distribution (RMD) up to $100,000, to make a charitable gift to the JCCSF. The entire amount of your gift passes to the JCCSF. You pay no income tax on your donation.
Support the JCCSF in the future
You can also create a legacy at the JCCSF by allocating your retirement assets (IRA, 401(k), 403(b), pension or other tax deferred plan. Retirement assets are typically taxed heavily upon your passing. Most people do not use all their retirement assets during their lifetime and most retirement plans allow you to easily designate or change a beneficiary with a simple form.
Your gift – today and in the future – will enable the JCCSF to support and strengthen our vital programs for children and their families, youth and older adults based on Jewish values of inclusion, social justice and tikkun-ha-olam.
How to make a gift from your IRA
Your IRA administrator can send a check payable to “JCCSF” to
Jewish Community Center of San Francisco
Attn: Development
3200 California Street
San Francisco, CA 94118
If you have any questions, please contact Development Coordinator/Data Specialist Liliya Alekseyeva at 415.276.1533 or lalekseyeva@jccsf.org
A GIFT OF STOCK
Your gift of appreciated stock that has been held for more than one year will benefit the JCCSF and may save you capital gains taxes and provide a variety of other tax benefits. Please consult your tax advisor to find out how a charitable donation of stock can help you reach your personal financial goals.
To make a gift of stock to the JCCSF, please follow the instructions below or contact Development Coordinator/Data Specialist Liliya Alekseyeva at 415.276.1533 or lalekseyeva@jccsf.org.
Preferred Method: Stock Gift Instructions to Donation Account
DTC Eligible Securities
DTC Clearing 0226
Jewish Community Center of San Francisco
636-598581
Wire Instructions for Donation
Account Bank: JPMorgan Chase, NY
Routing Number: 021000021
Account Name: National Financial Services LLC
Account Number: 066196-221
For the Benefit of: 636-598581 Jewish Community Center of San Francisco
Address: One Chase Manhattan Plaza, New York, NY 10005
Deliver nonnegotiable securities to
National Financial Services LLC
499 Washington Blvd – Fifth floor
Jersey City, NJ 07310