1. First decide how you would like to make the contribution to establish the fund. You can contribute cash, securities or other property valued at $1,800 or more.
   
2. Select a name for the fund, such as your family name.
   
3. Designate those who will be authorized to recommend distributions from the fund, such as yourself and spouse, and successor advisors such as your children.
   
4. Meet with a Foundation staff member to complete and sign a simple agreement. Click here to see a sample document. Foundation staff will come to wherever it is most convenient for you. Just e-mail charlene@jcfsandiego.org to set up a meeting.
   
5. Receive an immediate tax deduction at the time the fund is established and when additional contributions are made to the fund.

Once the Fund is established, you may:

• Add to the fund at any time in any dollar amount
  
• Use Donor Central to access information about the fund 24 hours a day. Click here to view a Demo of Donor Central.
  
• Recommend distributions from the Fund to your favorite organizations, locally, nationally and around the world, in both the Jewish and general communities.
  
• Access the resources and expertise of the Foundation in family philanthropy, community needs and giving opportunities

To learn more, e-mail charlene@jcfsandiego.org