Donor-Advised Funds
You can establish a Donor-Advised Fund in your name, or on behalf of your children with a $5,000 minimum gift to the Jewish Community Foundation of Southern Arizona. A tax deduction (for the amount of this gift) is available the year the fund is created and any year in which contributions are added, even if those funds are distributed in subsequent years.

Donor-Advised Funds need not file the federal tax returns or annual reports required of family foundations. The Jewish Community Foundation administers your fund and confirms your account transactions in writing.

During your lifetime, you recommend how your Donor-Advised Fund is distributed to qualified charities—within or outside the Jewish community. After your lifetime, a successor advisor of your choice can be named or your fund can provide an important legacy for future generations as part of the Jewish community's permanent endowment.

One way to continue the philanthropic tradition into the next generation is to consider a bequest to the Foundation to establish an inter-generational Donor-Advised Fund for your children or grandchildren.

Such bequests are 100% free of estate and income tax yet provide a dramatic benefit to those important individuals in whose names they are established. These named advisors can recommend distributions of both principal and interest at a time of their choice and they can also choose to add to the funds from their own resources. What a satisfying way for you to involve the people you love in a way that strengthens their connection to the causes that you loved.

Government regulations may suggest that, above a certain threshold, we cannot pass wealth to our heirs. An inter-generational Donor-Advised Fund suggests quite strongly that, in a charitable way, we can.

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Income for Life Funds
Hillel's ancient message captures the dilemma: How do we provide for ourselves and our families, while extending our compassion and resources to benefit the broader community?

In uncertain times, life presents a frightening agenda of "what ifs": What if I lose my job? What if taxes or inflation reduce my income? What if I get sick? What if my retirement income falls short of my needs? What if my children have an emergency?

And beyond our own backyard—What if anti-Semitism threatens Jewish lives? What if Israel is unable to build a secure peace? If I choose to help my community, how do I assure my family is provided for, and if I choose my family, who will be there to provide for the future of our community?

Every day, the Jewish Community Foundation helps people like you balance their personal financial needs with their desire to support their community through Income for Life Funds. Income for Life Funds generate income to enhance your lifestyle, while ultimately creating a lasting endowment ready to respond to the troubling problems confronting the community.

To establish an Income for Life Fund – during your lifetime or as a bequest from your estate – you set aside cash, securities or other valuable property in a fund administered by the Jewish Community Foundation. You decide who will receive income from the fund (yourself, a family member or friend), how that income will be distributed, and over what period of time.

The Foundation's financial advisors help maximize your fund's growth and income to ensure you or your beneficiary's financial security. After your lifetime, your fund can be directed toward charitable beneficiaries of your choice. Endowing Jewish programs and institutions ensures that no matter what happens in the world—economically or politically—we will have the necessary resources to save lives and sustain Jewish learning, culture and human services into the next century.

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Special Interest Funds
Special Interest Funds allow you to create a permanent philanthropic fund earmarked to face a particular challenge within the community. You specify how the fund is to be used. Whether to combat drug abuse among teenagers, or enrich Jewish life on campus, you designate the purpose.

Your fund lives on through the Jewish Community Foundation as an enduring expression of your commitment. You can establish a Special Interest Fund - in your name or in honor of a loved one-with a $10,000 minimum gift. A tax deduction is available immediately for the amount of this gift, even if funds are distributed in subsequent years. With expert management services from professional gift planners at the Foundation, your fund can grow over time, to maximize your gift.

Special Interest Funds offer important advantages:

• You need not file the federal tax returns or annual reports required of family foundations. The Jewish Community Foundation administers your fund.
• Tax benefits include an immediate charitable deduction the year you establish your fund and in any year in which you add to it. Neither assets held in the fund nor the income they generate are subject to taxes.