Planned Giving Forms and Legal Language for Charitable Gifts


Many of the necessary forms/legal language you will need to update your estate planning documents can be downloaded from this page. If you have any questions, please contact Patty Fuller, Planned Giving Specialist at (858) 637-3099 or

1. Legacy Society Letter of Intent (Download)
Complete this form and return it to JFS. The membership form indicates the type of gift you are planning and allows us to welcome you as a new member of the Legacy Society.

2. Bequests through a will or trust (Download)
A charitable bequest is one of the easiest and most flexible ways to make a gift to JFS that will make a lasting impact. Just download this form to access the legal language to provide your estate planning attorney. You simply identify Jewish Family Service of San Diego as the beneficiary of a given amount, a percentage, or a beneficiary designation on an IRA, life insurance policy, or qualified retirement plan. You may choose to leave an undesignated gift to support the mission of the organization as a whole, designate your donation to support a specific program, or help build the endowment to secure the future of the organization. These gifts are revocable at any time.

3. Irrevocable Bequests (Download)
An irrevocable bequest takes the form of a deferred pledge, which binds the estate of the donor to fulfill of the pledge. These type of gifts can be a tremendous lift for a capital campaign, as the donor can commit a portion of their estate to help the non-profit reach their fund raising goal. JFS can count the irrevocable bequest on the ledger in the year the document was signed.

4. Beneficiary Designations (Download)
Donors may designate JFS as the beneficiary of your IRA, life insurance policy, investment account, or qualified retirement plan. Beneficiary forms are available by contacting the organization that manages your accounts or insurance policy.The attached document will provide you with the correct information to fill out the forms.

5. Charitable Pledge Agreements (Download)
If you've decided to donate to JFS, either in one lump sum or in installments, you canuse a Charitable Pledge Agreement to formalize your promise of a donation, or a series of donations. You can also use this document to help JFS issue you a timely donation reminder, as indicated on the agreement, and to ensure that you receive appropriate recognition for your generosity.  

6. Stock Transfers (Download)
Donating appreciated securities, including stocks and bonds, is an easy and tax-effective way to make a gift to JFS. You can avoid paying capital gains tax on the sale of appreciated stock and receive a charitable income tax deduction. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. You can make a gift of stock by transferring stocks or bonds electronically from your brokerage or investment account to Jewish Family Service. Or, if you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s).  In the second envelope, include a signed stock power for each certificate. You may obtain the form from your broker or bank. Remember to use certified mail.

7. Named Endowment Fund (Download)
An individual or family may choose to create a Named Endowment Fund, which is a carefully managed investment fund that preserves the corpus and transfers interest income to the charity(ies) on an annual basis. Donors who choose to leave a legacy during their lifetime and for future generations often establish these type of funds.  Named Endowment Funds can be established during your lifetime, accept ongoing contributions from family and friends, and receive additional funding through an estate gift. Just download the attached form and return to JFS.  


For more information, contact:
Patty Fuller, Planned Giving Specialist

(858) 637-3099 


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