Ways to Create a Legacy Gift


You can support the work of JFFS on behalf of the community in perpetuity through the Jewish Community Foundation Orange County, the organization that manages the Federation's legacy gifts. Here are  a few ways to give a legacy gift that may suit your philanthropic goals.

 

  • Outright Gift or Multi-Year Pledge


You may fund your legacy through an outright gift or a multi-year pledge. This will allow your legacy to begin supporting our community during your lifetime.

 

  • Stocks or Mutual Funds

 

Gifts of stock or mutual fund shares can be a convenient way to add to your legacy.  Your gift supports the Jewish Federation & Family Services, and can also bring you potential tax benefits.

 

  • Bequest

 

A bequest through your will, trust or retirement account is an easy way to create a legacy.

 

  • Life Insurance


You may make a legacy gift in support of JFFS through a life insurance policy that you purchase or already own.

 

  • Life Income Gift

 

A Charitable Gift Annuity or a Charitable Remainder Trust can provide an immediate tax deduction and lifetime income, and later becomes part of an endowment fund to be used in accordance with your wishes.

 

Please contact Stephanie Epstein at 949.435.3484 for more information.