There are many ways to participate in JFCS’ Family Matters Endowment Campaign:
Named Funds
Bequests
Named funds are often established in tribute to a loved one, to commemorate a special occasion, or to call attention to a cause close to one’s heart. Join our Carob Tree Society with an investment of $10,000 or more (payable over four years), and your permanently endowed fund will provide critical services to the community, today and tomorrow.
Establishing a bequest to JFCS through your will or trust costs nothing now, yet reduces your taxable estate. You maintain total control of your assets while knowing that your values will live on and someday provide vitally important assistance to those in need.
Charitable Gift Annuities With a simple contract and a gift of $10,000 or more to JFCS you receive an immediate tax deduction and quarterly income payments which are partially tax-free for the rest of your life.
Charitable Remainder Trusts In addition to providing lifetime income for you or a loved one, these trusts allow you to avoid capital gains taxes, lower your income taxes, and earn higher returns on assets that have substantially appreciated in value.
PRESIDENT Marina Tikhman VICE PRESIDENTS Ian H. Altman Scott C. Kay James Shapiro Luba Troyanovsky TREASURER Richard Segal VICE TREASURER Douglas A. Winthrop SECRETARY Tammy Crown
Jan Maisel, MD Mark Menell John F. Sampson Lela Sarnat, PhD Ann Schilling Zoe Schwartz Miriam Sparrow Stephen Swire Robert Tandler
SUMMER 2016
THE JFCS ENDOWMENT FUND UPDATE
JFCS plays a critical role in our community. We are committed to growing our endowment so that we are able to take care of our most vulnerable – children, families, and elderly – not only today, but for many generations to come. Most social service organizations struggle during bad economic times when some funding sources dry up. But this is typically when the needs of the community are greatest. The $100 million Family Matters Campaign was created to support JFCS services during difficult times. It is a source of strength as we meet the changing needs of our community and clients.
EXECUTIVE DIRECTOR Dr. Anita Friedman
ENDOWMENT COMMITTEE Susan Kolb, Chair Carole Breen Harry Cohn Paul Crane Dorfman Nancy Epstein Lynn Ganz Nancy Goldberg Deborah Hoffman
Judy Huret Alex Ingersoll Michael Kaplan Siesel Maibach Daryl Messinger Dr. Raquel Newman Cindy Gilman Redburn Joyce Rifkind
Alison Ross John F. Sampson Lela Sarnat, PhD Harvey Schloss Vera Stein Bonnie Tenenbaum, PhD Marina Tikhman Luba Troyanovsky JFCS PERMANENT ENDOWMENT FUND Barbara Farber, Director
GIVE TODAY! For more information on these and other annual and endowment giving opportunities, please contact Barbara Farber at 415-449-3858 or BarbaraF@JFCS.org.
2150 Post Street • P.O. Box 159004 • San Francisco, CA 94115 • 415-449-1200 www.jfcs.org
Help, Give, Receive Dear Friend,
JERRY ROSENSTEIN JERRY ROSENSTEIN
Retirement Assets Diminish the income tax liability for your heirs and give back to our community by designating JFCS as the beneficiary of your IRA, 401(k), or other qualified retirement plan.
DIRECTORS Joseph Alouf Lisa Bardin Robert Blum Marci Dollinger David Dossetter Marc Fagel Rob Fram Deborah Hoffman Alex Ingersoll Michael Janis Susan Kolb David Kremer Kerri Lehmann
We thank those of you who have established bequests, named funds, Charitable Gift Annuities, Charitable Remainder Trusts, and other vehicles that make it possible for JFCS to continue to provide quality services to our clients. Our goal is to reach $100 million by 2020 and we are currently at $68 million in pledges and cash. THANK YOU!
Gerald B. Rosenstein:
If you haven’t already, please consider creating or adding to your named fund or establishing a bequest in your will or trust. Ensure that your legacy of giving goes on for future generations. HELP JFCS GIVE Services to our Community and you will RECEIVE so much more in return.
This past year Jewish Family and Children’s Services said goodbye to one of our dearest friends, Jerry Rosenstein. A Holocaust survivor who bravely told his story after decades of silence, a businessman with keen financial acumen, a gay man who cared about human rights, and a generous person who fully gave of himself in service to others, he made an impact on JFCS equally immeasurable and enduring. Jerry’s relationship to JFCS dates back to the mid-1980s when he made his first contribution—$25 for services where most needed. He served on the JFCS Board of Directors from 1990 through 1996 and played important roles over the years on several committees. Continued inside
Please join me in making sure that we create a strong community in the future.
A Fond Farewell to a True Friend
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Invest in Your Community
JFCS BOARD OF DIRECTORS
As a holocaust survivor, Jerry was active in Holocaust education and a solid supporter of the JFCS Holocaust Center.
With gratitude,
Susan Kolb JFCS Endowment Chair P.S. You can also be an ambassador for JFCS. Encourage people to lean on us for our expert services as well as give to our annual and endowment campaigns.