Resources

Annual Report

The report features information about JCEF assets, a chart of its growth over the past decade, and a summary of grants.

• 2005 JCEF Annual Report
• 2006 JCEF Annual Report
• 2007 JCEF Annual Report

Will Kit

To help you plan your estate, the Jewish Community Endowment Fund has prepared this workbook to assist you in gathering all the information that your attorney should need. With the Will Kit in hand, you will be better prepared to meet with your advisor and create or review your estate plan. Our workbook will also make it easier for your loved ones, in the event of your disability or death, to locate important estate information.

Handbook for Professional Advisors

The Handbook is written and edited by leading local legal, accounting and financial professionals, who generously donate their expertise, time and energies to this endeavor and other services to the Jewish community throughout the year.

Resource: Guide to Jewish Life in the Bay Area

A resource guide to Jewish businesses, organizations and services throughout the San Francisco Bay Area. You may also contact JC&R to request a print copy.

GiftLaw

GifLaw is offered without charge by the Jewish Community Endowment Fund as a service to help attorneys, CPAs, EAs, financial planners, CLUs, trust officers, and other gift planning professionals. This free online service provides advisors with updates on legislative and IRS rulings, applicable codes and regulations for charitable tax planning, recent Private Letter Rulings, Washington Hotline on recent tax events and relevant news, and new and pertinent cases and developments. To receive online weekly updates on the latest developments in charitable gift planning, please email your request to JCEF@sfjcf.org.

Print Newsletters

To sign up for any of the newsletters below, please click here.

Your Living Legacy & Traditions

JCEF newsletters highlight individuals and families who partner with the Endowment Fund to make a difference in our community. Articles feature thoughtful, strategic programs that address the community’s critical needs in innovative ways, and also offer timely estate and financial planning information.Each newsletter is mailed twice a year.

Grantmaker  

Provides a forum for exchanging information on the best practices in grant making, including funding opportunities, cost-effective strategies, focused grant making and profiles of prominent private foundations engaged in Jewish philanthropy. It’s mailed twice a year.