Bay Area

Estate and Gift Planning

Jewish Community Federation and Endowment Fund 121 Steuart St. San Francisco, CA 94105
(415) 260-2024 [email protected] www.jewishfed.org/giftplanning
Managing director of philanthropy, gift planning and endowments Rebecca Randall

Giving is complex, and estate and gift planning can be even more so — requiring more preparation, negotiation and counsel than many other donation options. The organization’s approach focuses on the connection between estate planning, philanthropic giving and Jewish values. Teams of experts go beyond just administering and managing clients’ funds, helping them to honor their family legacy by consulting with them on the philanthropic needs of today’s world.