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For donors

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

For professional advisors

  • 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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