Increase the Effectiveness of Your Giving
There are so many ways you can improve the world. Through a donor advised fund at the Jewish Community Foundation of San Diego, you can manage your giving, connect to the community, and become a more effective and informed philanthropist.
Flexibility: Using the donor advised fund, you can support the organizations and causes you care most about in areas such as health and human services, the arts, education, the environment, and others.
Efficiency: With your gift to establish the fund, you receive an immediate tax deduction for the maximum amount possible for gifts to a public charity. For gifts of long-term appreciated stock, you may avoid capital gains tax. Then, you can recommend grants from the fund on the timetable that is most convenient for you.
Community Connection: With a donor advised fund, you will be invited to the Foundation’s educational and networking programs where you can learn more about strategic giving, areas of community need, and connect with the Foundation’s many other donors.
Donor Central: Your 24/7 Resource
Access the fund online through Donor Central, the Foundation’s secure online fund portal 24 hours a day, seven days a week.
- View fund summary and current balance
- Recommend grants and download forms and statements
- Learn about organizations that need support
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Who May Establish a Donor Advised Fund?
- Individuals or families to help manage personal giving
- Community organizations or groups of donors to support a particular causeor nonprofit
- Youth celebrating a bar or bat mitzvah
- Couples celebrating their wedding
- Those wishing to honor the memory of a loved one
- Corporations to outsource the administrative responsibilities of corporate giving
Three Simple Steps to Establish a Donor Advised Fund
Establishing a donor advised fund takes just a few minutes.
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- Transfer assets of $1,800 or more.
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Receive an immediate charitable tax deduction for the full fair market value of the assets you transfer. For appreciated assets, you may eliminate capital gains tax.
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Once Your Fund is Established
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Make additional contributions of any amount at any time, with full tax advantages.
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Recommend how the assets are invested so the fund grows tax free, giving you more to grant to the community.
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Recommend grants to your favorite organizations in the Jewish and general communities all over the world.
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Access the fund online, conduct transactions, and view giving opportunities using the Foundation's secure Donor Central online fund portal.
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Let the Foundation take care of all administrative responsibilities and consult with staff for personal advice about community needs, areas of interest, and a range of philanthropic services.
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Participate in the Foundation's Philanthropy Connections educational programs and network with other funders.
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Pass on to your children the ability to recommend grants from the fund now and after your lifetime.
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Use the fund to create a legacy for the community.
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What Types of Assets Can Be Contributed?
Choose from Four Investment Pools
Who Receives the Investment Earnings?
All investment earnings are credited to the donor advised fund, giving you more to give away to the community.
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What Happens to the Fund After My Lifetime?
You may use your donor advised fund to continue the tradition of giving for your family and to perpetuate your support for the causes that are most important to you.
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Many families designate their children or other family members as successor advisors on the fund, ensuring next-generation family participation.
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Others designate one or several organizations to receive the balance of the fund after the advisors’ lifetimes.
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Some recommend that the remaining balance of the fund be used to create an endowment fund after their lifetimes.
- Some combine all these strategies.
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