For Donors
 

DONOR ADVISED FUNDS

You can simplify your charitable giving by establishing a donor advised fund with the Foundation. Hundreds of individuals and families rely on us to make their giving easy and effective.

 

It takes less than 15 minutes to open a donor advised fund, receive an immediate tax deduction and start making a philanthropic impact.

 

 Steps to Establish a Donor Advised Fund

 

  • Start your fund by signing a simple agreement which can be completed in minutes.
  • Transfer assets of $1,800 or more. 
  • Receive an immediate charitable tax deduction for the full fair market value of assets you transfer. For appreciated assets, you may eliminate capital gains tax.

Once the Fund is Established

 

  • Make additional contributions of any amount at any time, with full tax advantages.
  • Recommend how the assets are invested so your fund grows tax free, giving you more to give to the community.
  • Recommend grants to your favorite organizations in areas such as health and human services, the arts, and education, in the Jewish and general community all over the world.
  • Access your Fund online, conduct transactions, and view giving opportunities using the Foundation’s secure Donor Central online Fund portal.
  • Let the Foundation take care of all administrative responsibilities and consult with the staff for personal advice about community needs, areas of interest, and a range of philanthropic services.
  • Participate in the Foundation’s Philanthropy Connections series of educational programs and network with other funders.
  • Pass on to your children the ability to recommend grants from the Fund now and after your lifetime.
  • Use the Fund to create a legacy for the community.

 

Learn more about donor advised funds by contacting Charlene Seidle, vice president, philanthropy, or fill out form and the Foundation will contact you.

 

 

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