Thinking of ways to leave a charitable legacy? JCF offers an easy way to continue to support the charities you care about by making a deferred gift ($5,000 minimum) from your estate to establish a donor advised fund. You can designate the charities that will receive grants in specified amounts from the fund, or you may give family or friends the privilege of heading the fund and suggesting grants to charities. You do not have to currently be a JCF Fundholder to establish a Deferred Fund.
Deferred Funds may be established with many assets including:
- Pension Plans
- Charitable Remainder Trusts
- Appreciated Securities
- Insurance Policies
- Real Property (real estate, art, etc.)