Endowment Fund

What is The Junior League of San Jose Endowment Fund?
The Endowment Fund was established as a separate fund for the benefit of the Junior League of San Jose with the purpose of providing a perpetual source of funds and long-term financial stability. A gift to the Endowment Fund becomes a permanent investment and the income is used to fund the League’s charitable and educational purposes of promoting voluntarism and improving the community.

JLSJ Community Programs
The League’s community programs include: community projects, community grants, co-sponsorship/ collaborations, Emergency Response Fund, Done-In-A Day, task force(s) and SPAC. These and other similar activities as determined by the League Board of Directors to support the League’s charitable and educational purposes of promoting voluntarism and improving the community through the effective action and leadership of trained volunteers. Our Community Program focus is to help foster youth successfully transition out of foster care.

Fund History
The Junior League of San Jose Endowment Fund was established in 1992 when a gift of $25,000 was given from the League’s General Fund in celebration of our 25th Anniversary. Our Fund has continued to grow and is now over $1.9M.

Tax Benefits & Savings
Contributions may be tax-deductible in whole or in part. Be sure to check with your legal and/or tax advisor for specific details that apply to you and your donations.

How are your donated dollars spent?
The Endowment Fund enables us to turn each dollar into many dollars. Your contribution becomes principal that is invested to create income. Each year the JLSJ Investment Oversight Committee meets to determine a prudent distribution amount as specified in the JLSJ Policies, Procedures and Guidelines. 

The Endowment Fund’s annual distribution ensures a yearly investment in the community and increases our opportunity for greater impact. A strong Endowment Fund enables our League to increase our annual distribution amount to help support our Community Programs and signature projects. To date, $325,000 has been disbursed from the Endowment Fund to support the League’s mission.

 

Make a Donation Today
Contributions to the Endowment Fund can be made online by credit card by visiting our Donate page. Many employers sponsor matching gift programs and will match any charitable contributions. Please indicate that your donation is specifically for the Endowment Fund. 

Become a Legacy Giving Donor 
The Endowment Fund is also supported by planned giving through the JLSJ Legacy Circle.  For Legacy Circle membership information or for donations of other types, including stock, real estate, life insurance policies, etc. please visit our Legacy Giving page. 

Donor Consent & League Recognition
The League shall hold in strict confidence all information regarding donors and prospective donors. Information regarding the donor’s identity, amount, and description of the gift, and special conditions governing the use of the gift shall not be made public without the donor’s consent.

Endowment Fund Advisory Board (EFAB)

Marca Lombardo
2020-2021 EFAB President

Mindi Zimmer
2020-2021 EFAB Records & Donors Director

Kate Payne
2020-2021 EFAB Marketing Director

Kate Rathe
2020-2021 EFAB Education Director

Heather Boshears
2020-2021 EFAB Finance Director

Questions? 

Please reach out to jlsj@jlsj.org with any questions. We are happy to help.

Thank you for your generous support in helping the Junior League of San Jose make a meaningful and lasting impact in Santa Clara County now and in the future. 

 

Empower ⬥ Fund ⬥ Accelerate ⬥ Broaden