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.