Restricted Funds

Restricted Funds

Restricted funds may be established at the Jewish Community Foundation with a minimum of $10,000. There are two primary types of restrictions, spending and use.

Choosing which type of fund is right for you will depend on your philanthropic goals and the professional team at the Foundation is here to help ensure that your goals are met. Here is an overview:

Spending Restrictions

The most common spending restrictions are endowments. Endowments are charitable funds that create an income stream for long-term use. They are funds intended to last “in perpetuity” and provide ongoing support that may be relied upon year after year. Generally, a percentage of the fund’s market value (usually around 5%) is distributed annually.

Virtually all other funds are expendable funds.  Expendable funds are not limited by the amount that can be distributed from them. Therefore, the assets of an expendable fund usually diminish and are spent down over time.

Use Restrictions

Regardless of spending restrictions, funds may also be restricted as to use or purpose.

Funds can be established for support of a specific program, organization or particular field of interest. Distributions from these funds are usually made upon request by the designated disbursing authority (typically an agency, congregation, or program director) or committee and are restricted to those purposes described in the fund agreement.

For more information contact Josh Stein at (913) 327-8121.

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Jewish Community Foundation of Greater Kansas City   |   5801 West 115th Street, Suite 104   |   Overland Park, Kansas 66211   |   913.327.8245   |

The Jewish Community Foundation of Greater Kansas City and our website,, serve as a resource to help donors achieve their charitable and planned giving goals. We do not provide legal, tax, investment or other professional advice. For such advice, please contact your attorney or other professional advisor.

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