DONOR ADVISED FUNDS

Make an Impact Whenever You Want with Flexible Giving Options

A Donor Advised Fund offers multiple ways for you and your family to help your favorite organizations thrive.

Flexible Giving

Decide when and how to recommend grants to your favorite charities.

Tax Benefits

Gifts to your Donor Advised Fund may be eligible for immediate tax benefits*.

Family Philanthropy

Engage multiple generations in meaningful grant-making experiences, guided by your values.

Convenient Options

Recommend grants anytime online or work with our expert staff to discover the best ways to achieve your goals.

*This is for informational purposes only and should not be construed as legal, tax or financial advice. When considering tax planning strategies, you should always consult with your own legal and tax advisors.

How It Works

You can name you fund for families or individuals (e.g., the Smith Family Fund or the Jane Smith Memorial Fund) or for other positive associations (e.g., the Elm Fund). You and your designated fund advisors can make grant recommendations at any time to qualifying nonprofit organizations.

  • Open Your Fund
    Provide a gift of $10,000 or more (e.g., cash, stocks, real estate, or other assets) or build up to this level over two to five years

  • Monitor your Fund
    Check your fund balance online and recommend grants

  • Don’t Worry about Paperwork
    The Foundation will handle all administrative tasks and provide you with reports about your fund activity

I thought opening a fund would be intimidating, but the Foundation staff made it easy and enjoyable!

— Jessica Fish

I thought opening a fund would be intimidating, but the Foundation staff made it easy and enjoyable!

— Jessica Fish

Donor Advised Fund Creates Family Giving Opportunities

Tracy Smith remembers walking into their synagogue and watching her little children hand their rolls of coins to their rabbi as a donation to a Jewish hunger organization. It was one of the family’s early childhood lessons in philanthropy. “It was important to us that our children grow up talking about people in need and how they could help,” said Tracy, a Trustee of the Jewish Community Foundation.

To Open a Donor Advised Fund:

Contact Michael Elfenbaum, VP of Community Engagement, melfenbaum@jcf dot org