Name Endowment Fund

A special endowment fund, a permanent fund of your Federation, creates a permanent legacy perpetuating your ideals and your name or that of a loved one. At its creation, you may designate how you wish the annual fund distributions used.

What are the benefits to you?
 

• Easy to start with low minimum irrevocable gift of cash, securities or other property
• Tax advantages either during your lifetime or for your estate
• Designate the beneficiary of the fund to support organizations, programs and issues of concern to you
• Administered by your community endowment professional
• Perpetuates your family name beyond your lifetime

How to Begin

For more information about how planned giving and legacy opportunities can work for you, your family, and your community contact us at (805) 957-1115, or your personal financial advisor today.

Disclaimer: the Jewish Federation of Greater Santa Barbara Planned Giving and Endowment does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.