Provide Enduring Support

An endowment fund is a permanent source of funding for a specific community need — chosen by you. You can specify a cause, organization, or even a specific program, such as summer camp financial aid, Holocaust commemoration and education, Jewish arts and culture, special learning needs, Jewish leadership development, and more. You can also make your fund available for the community’s ever-changing general needs.

You can establish an endowment fund through a current gift of cash, stock, property, or with a legacy gift in your will, trust, retirement plan, or life insurance policy. You, your friends, or your family can make additional contributions at any time.

Foundation invests endowment funds in our diversified investment pool. Distributions are made every year from fund earnings.

Benefits

  • Create a permanent source of support for an organization, program, or cause you value.
  • Establish a fund with a current contribution or legacy gift of $5,000 or more.
  • Family and friends can donate to your fund.
  • Honor your family’s legacy or remember a loved one.

Contributions

Gifts to endowment funds are tax-deductible. Gifts of appreciated assets — such as stock and real estate — may lower your capital gains liability and, for some donors, estate tax liability. Fund assets appreciate without tax consequences. Funds of $100,000 or more can be named for yourself or a loved one.

Administration

We manage all accounting, grant disbursements, investment monitoring, and reporting. Ongoing oversight ensures that the fund is used as you intend, well into the future.

Membership

As an endowment fund donor, you will become a member of the East Bay Jewish Legacy Society, and you will be honored for planning a gift to secure the future of our community. Legacy Society members are invited both to special events and to add a page to the East Bay Book of Life.

To learn more about Foundation’s endowment funds or other charitable giving fund options, contact us at 510.839.2900 or foundation@jfed.org.

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