Estate Distributions

How It Works

  • Name Jewish Community Foundation (JCF), as a beneficiary of your IRA, 401(k), or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to JCF after your death.

Benefits

  • Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
  • Continue to take regular lifetime withdrawals.
  • You can revoke us as a beneficiary if your needs change.

 


 

Please contact us at (973) 929-3113 so that we can assist you through every step of the process.