Events
- Tax Seminar The JCEF offers a yearly seminar on tax and estate planning for donors and professional advisors. Learn more about the upcoming Tax and Estate Planning Seminar.
- Money Matters The Endowment Fund has sponsored an educational series known
as Money Matters to inform the community
about financial and estate planning and philanthropy.
Legislation Renewed
IRA charitable rollover renewed
Resources
- Tax Seminar The JCEF offers a yearly seminar on tax and estate planning for donors. Learn more about the upcoming 2009 Tax and Estate Planning Seminar on October 27, 2009 at the Four Seasons Hotel in San Francisco.
- GiftLaw — a free public service that helps attorneys, CPAs, financial planners,
CLUs, trust officers, and other gift planning professionals work together with charities. To subscribe, email your request to jcef@sfjcf.org.
- Professional Subcommittees — estate planning and tax professional
advisors who meet bimonthly to discuss current developments and to share
strategies which may prove helpful to subcommittee members’ clients and
the general and Jewish communities.
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