Gifts of Retirement Assets

Create a legacy at the JCCSF by allocating your retirement assets (IRA, 401(k), 403(b), pension or other tax deferred plan).

Retirement assets are typically taxed heavily upon your passing. Most people do not use all of their retirement assets during their lifetime and most retirement plans allow you to easily designate or change a beneficiary with a simple form.

Give Your Retirement Assets in Your Will

A gift of your retirement assets to the JCCSF may reduce the tax burden on your heirs. As a nonprofit, The JCCSF receives the full distribution from your retirement assets, making your savings go further. Preserve the full value of your retirement assets by using them to create a legacy at JCCSF, securing our future for generations to come.

How to Transfer Your Retirement Assets

Your retirement assets may be transferred to the JCCSF by completing a beneficiary designation form provided by your plan custodian. You can often do this very simply online or with a simple form available from your employer or financial advisor.