Donor Advised Fund

Frequently Asked Questions

 

What is a Donor Advised Fund?
A separately accounted for fund maintained by a charity where the donor or someone the donor chooses, may recommend grants to qualified charitable organizations, the amount and timing of those grants, and may advise the charity as to the investment of the money in the fund.

How do you Set it Up?
You give a minimum gift of $10,000 in cash, stock, or other property, sign a simple agreement, and the Foundation establishes a fund in your name or in the name of someone you wish to honor.

What are the Benefits of a Donor Advised Fund?
You get an immediate tax deduction and eliminate capital gains taxes on any long-term
    appreciated property you donate
You can do all your giving in one place
The Jewish Community Foundation maintains your record-keeping
You can pass the right to recommend grants from your fund to the next generation
You have access to the resources and expertise of the Jewish Community Foundation to
    help connect your charitable passions with the needs of the community.

 

Donor Advised Fund Basic form (Adobe PDF)