Create a New Fund Form | Jewish Community Foundation

A Donor Advised Fund is a charitable giving account that enables you to easily and efficiently support all of your favorite charities.

Establishing a fund can be quick and easy. You can do it in person, by phone (913-327-8245) or online. Use the form below to provide the basics to set up a fund and we will be in touch to complete your fund agreement.

Please review our Procedures for the Establishment and Operations of Funds and current fee schedule before you get started. If you'd like to create a fund for a specific organization or purpose, please contact Josh Stein at (913) 327-8121.

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First Name (Required)

Last Name (Required)

Preferred Phone Number (Required)

Email (Required)

Date of Birth (Required)

Address

City

State

Zip

What would you like to name your fund? Grant checks issued from Foundation funds to a nonprofit organization typically include the fund name, so if anonymity is preferable, do not include identifying information in the fund name.

Fund Name

Is there anyone other than yourself who would advise the distributions from this fund? If so, please list the advisors below. More advisors may be added when you complete your fund agreement, or at any future date.

Unless you indicate otherwise, each advisor can advise independently.

Name of Advisor 2

Name of Advisor 3

Upon your death and the death of your current advisors, who would then advise your fund? You may select a person or persons who are one generation younger than you. (Often successor advisors are adult children.) Additional successor advisors may be added when you complete your fund agreement, or at any future date.

Unless you indicate otherwise, each successor advisor can advise independently.

Name of Successor Advisor 1

Name of Successor Advisor 2

Name of Successor Advisor 3

Name of Successor Advisor 4

We will use this information to draft the agreement for your fund, and we will contact you within one week.

The information you are submitting is not legally binding and will not become binding until we receive your signed fund agreement and accept it.

Questions & Comments

Create a New Donor Advised Fund Form

Open A Fund

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