The Foundation - Jewish Community Foundation Los Angeles

Philanthropy In Focus

Americans today are anxious about their money. Their stock values are falling and their 401(k) plans are so low that it's hard to open the quarterly statements. It may be the wrong time to think about charitable giving-or is it?

Engaging in a meaningful conversation with your spouse about estate planning can help you and the people and causes you care about benefit most.

Your will, like many items, can become outdated. Here's how to ensure that your plans meet your current life circumstances and goals.

It's an extraordinarily uncertain time-tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).

Do you have an estate plan? Does it reflect your current situation and wishes? Our checklist will help you make sure your plans are on track.

If you are 50 or older, there are key steps you should take to prepare for your future.

One of the most important steps you can take toward providing security for your children and peace of mind for yourself is to update your will.

Your savings bonds, when left to heirs at your death, are subject to income tax on the accumulated interest. When left to us, however, we will receive the full value of the bonds.

For many of us, 401(k)s, IRAs and retirement plans constitute the bulk of our net worth, aside from our homes. Will these hard-earned dollars provide more comfort for the future of our loved ones? Maybe not.

It's an extraordinarily uncertain time-tax wise, that is. This is the first year in decades that American tax law repealed the federal estate tax. As of Jan. 1, 2010, federal estate taxes are repealed for any deaths that occur during this calendar year, regardless of the size of that person's estate (state estate/inheritance taxes will still apply).

When it comes to supporting our work and your other favorite charitable organizations, there are many options to choose from. Here are some easy ways to show you care.

Your most valuable assets may also constitute the biggest tax bill for your heirs. Yet research shows there's a less than 50/50 chance that your loved ones realize what's headed their way. Here is the real story.

Do you know who will get your retirement assets after your lifetime? Here are the answers to three common questions that will help you as you plan your estate.

It's not always easy to think about being charitable if you're worried about tomorrow's finances or aren't prepared to finalize a large gift. Rest assured, there are flexible gift options that allow you to change your mind, if need be. Here are gift options that let you have control.

From the Desk of Marvin I. Schotland, President & CEO

Grantmaking is at the core of our mission and the heart of what we do.

The main thrust behind The Foundation's Cutting Edge Grants Initiative during the past four years (2006-2009) as featured in our fall Legacy newsletter is our deep desire to encourage innovation and creativity, and support social entrepreneurs seeking to improve our community. Our goal is to help these grantees dream bigger, reach higher and ultimately become as successful as possible.

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