Foundation for Jewish Philanthropies

Endowment Funds

An endowment is a permanent restricted fund dedicated to endowing your annual gift to your favorite organizations. An endowment fund is not intended to substitute for any part of your annual gift—it is, instead, a lasting legacy for the future.

Private Foundation Services

The Foundation of Philanthropies for the Jewish Federation of San Antonio is here to help you accomplish the mission and goals of your foundation. We are here to join your team and take care of the tedious office work for you, so you have more time to focus on what’s most important—philanthropy.

We treat each client as an individual and look forward to putting together a solution that will save you time and increase your efficiency.

Supporting Foundations

Supporting foundations, also known as supporting organizations, are special entities that are similar to private foundations, but have the investment and tax advantages of public charities. Also, unlike private foundations, there is no excise tax on net investment income. Supporting foundations are also not subject to the restrictions on investments and minimum distribution requirements of private foundations.

Donor Advised Funds

A contribution of $10,000 or more in cash or securities establishes a fund held in an account you name. Any contributions of securities you’ve held for at least one year or cash are fully tax-deductible and afforded the most favorable tax treatment. In addition, all funds held in the account grow tax-free.

At any time, you may recommend that grants of $100 or greater be made from the fund to specific charities you wish to support, freeing you from the pressure to make such decisions at the end of each year. Unless you request anonymity, grant checks are sent with a transmittal bearing your name. You may designate your children to make grants on your behalf, either now or as your successor(s)—enabling your family’s future generations to carry on the tradition of charity you’ve established.

A Donor Advised Fund can provide the advantages of a private foundation, without ongoing legal and accounting costs or excise taxes on investment income. When large contributions are made, the allowable tax deductions are greater than those available when contributions are made to a private foundation.

Charitable Bequests

A bequest to the Foundation for Jewish Philanthropies of San Antonio in your will is perhaps the easiest way to ensure the continuity of your charitable giving. A specific dollar gift, a percentage of your estate, or specific asset(s) can be designated as a general bequest to either the Foundation for Jewish Philanthropies of San Antonio or specifically designated to one of the Jewish Federation of San Antonio's various programs or endeavors.

Bequests are deducted from the amount of an estate, which can reduce or eliminate estate taxes. A charitable bequest allows you to retain use and control of your assets during your lifetime. A bequest may also be used to establish an endowment fund.

Gifts of Real Estate

Leverage the value of property while securing the future of the Jewish Community. Your charitable future may be in your possession right now.

A donation of real estate* allows you to achieve your charitable goals and provides you with the maximum benefits allowed by law. The retained right of use of the property can be for the lifetimes of the contributor and a surviving beneficiary, and it does not need to be the primary residence (it can be a second or vacation home).

*These gifts of real estate must be approved by the Board of Directors of the Jewish Federation of San Antonio.

IRA Charitable Rollover

The IRA Charitable Rollover allows you to experience the joy of giving during your lifetime by allowing you to turn your individual retirement accounts (IRAs) into gifts.