Stock gifts
Gifts of appreciated securities allow you to avoid all
capital gains taxes, and are deductible up to 30% of your
Adjusted Gross Income (AGI). Any excess can be carried forward
for up to five years.
To make a gift of publicly-traded stock and minimize our
processing costs, please use our stock
transfer instructions.
Please contact us for
more information if you would like to make a gift of mutual
fund shares, closely-held stock or founders stock.
>> More on gifts
of stock
Cash
To make a gift of cash, make a check out to "The Jewish
Community Foundation" and note which fund the gift should
be applied to. Send to us at The Jewish Community Foundation,
300 Grand Ave., Oakland, CA 94610.
Alternatively, you may call us at (510) 433-0134 and ask
to make a gift using your credit card.
Cash gifts are deductible up to 50 percent of your Adjusted
Gross Income (AGI). Any excess can be carried forward for
up to five years.
>> More on fund
options
Real Estate
The Jewish Community Foundation can help you convert appreciated
real property into a charitable gift that can benefit the
community, provide tax savings, even create a stream of income.
Real estate gifts must be reviewed to ensure that certain
conditions are met. If you are interested in making a gift
of real estate, please contact
us.
>> More
on real estate gifts
Planned gifts
There are many ways to make gifts that provide financial
and personal benefits to you now and charitable benefits to
the community in the future. Some of these include:
- Bequests
- Beneficiary designations to the Foundation on your life
insurance policy, 401(k) or IRA
- Charitable split-interest trusts
- Life insurance donations
The Foundation has many years of experience structuring planned
gifts that fulfill charitable, financial and estate planning
goals. Please contact us
to make an appointment.
>> More on planned
giving options
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