Charitable Gift Annuity: A Charitable Gift Annuity (CGA) is a simple contract between a donor and the Jewish Community Foundation. In exchange for a gift of cash or securities, the Foundation will pay the donor or someone else the donor selects a fixed amount for life. After the beneficiary's lifetime, the remaining principal in the annuity establishes an endowment fund in the donor's name at the Foundation. Download Charitable Gift Annuity Brochure View the Foundation's Charitable Gift Annuity Advertisement Charitable Remainder Trust: A Charitable Remainder Trust (CRT) is a trust arrangement between you and a trustee of your choosing. You transfer property but retain the right to receive income. At the end of the trust’s term, the principal is distributed according to your philanthropic intentions. There are two types of CRTs. The Charitable Remainder Annuity Trust provides a fixed payout while the Charitable Remainder Unitrust provides a variable payout. In both cases, you may receive an immediate tax deduction and avoid capital gains tax on the transfer of appreciated assets while creating a legacy for future generations. Download Charitable Remainder Trust Brochure Pooled Income Fund: A pooled income fund is a unique charitable vehicle which allows you to receive an income for life and leave a lasting legacy to the charitable organizations of your choice. You can contribute cash, securities or certain types of property to the Jewish Community Foundation Pooled Income Fund, which is trusteed by City National Investments, and enjoy quarterly interest payments. Gifts to the Pooled Income Fund are collectively invested to produce income that is shared by all contributors. Then, after your lifetime, the charitable organizations receive the value of their share of the Fund. Download Pooled Income Fund Brochure Jewish Community Foundation 4950 Murphy Canyon Road, San Diego, CA 92123 telephone 858-279-2740 | fax 858-279-6105 ©2007 Jewish Community Foundation. All Rights Reserved Contact Us | Privacy Policy