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JFS Named Funds

• Honor or memorialize a loved one.
• Commemorate a special occasion.
• Involve Family members in giving together.
• Ensure the continuation of a program or service of particular importance to them.
• Build a significant gift over time.

For more information about starting a Name Fund, please contact the JFS Office.

Types of Named Funds

Unrestricted

• Income may be used where it is needed most.
• The most flexible type of fund, it allows Jewish Family Service to respond to emergencies or pressing needs.

Special Purpose

• Income is designed for a particular project or target population that is meaningful to the donor or loved one.
• Within the designated area, the donor may recommend the use of funds each year.

Donor Recommended

• The donor may make recommendations of new program or target population for interest income disbursal each year.
• This type of fund allows flexibility for the donor's changing concerns.

How

• The donor completes a Name Fund Agreement form and establishes the fund with a gift in cash, securities or other assets.
• A personalized report describing use of the fund's proceeds will be provided to the donor.
• Additional gifts of any amount may be contributed at any time.