Donor Advised Funds Offer Flexible Giving Options
1. Create a Fund
Tell us your charitable aspirations. We help you create a fund that matches your vision.
2. Give to The Causes You Love
When you’re ready, support your favorite nonprofits and maximize your impact. We do the paperwork.
3. Grow Your Fund Over Time
Your fund can live on forever. Your contributions are invested, and all growth is tax free*.
*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.
“We looked at other foundations, but I could feel my mother’s heart at the Jewish Community Foundation. She was a strong member of the Jewish community in Hartford. Working with the Jewish Community Foundation on my mother’s fund was an easy process.”
— Andy White
Benefits of a Donor Advised Fund
Donor Advised Funds offer the flexibility to customize your grantmaking and philanthropic experience. You can plan your fund contributions to maximize your tax benefits* and meet your other personal and financial needs. You decide how and when to recommend grants to the organizations you love — anytime you want.
Instead of writing lots of checks to multiple individual nonprofits, you can make one or more larger contributions from one Donor Advised Fund. Then you decide on the nonprofits you want to support. The difference between using your personal checking account for giving vs. issuing grants from your Fund is that contributions to your Fund are permanent gifts to public charity.
Based on your recommendations, grants are approved by our Trustees and sent to qualifying nonprofits in the name of your fund (or anonymously if you choose). Funds are often named 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).
Build a Family Tradition of Philanthropy
Donor Advised Funds provide your family with opportunities to gather together around meaningful giving experiences. Come together to make annual grant recommendations to the organizations and causes important to your family.
Values in Action – Fundholders’ Impact
We engage families to explore their shared values and charitable interests. We helped Richard and Cyral Sheldon establish the Sheldon Family Advised Fund. Richard and Cyral’s children, Scott, Sloane and Stacy, share their experiences in selecting charities and making annual grants from their family fund.
When the world seems chaotic, Sean White finds solace by looking at a photo of his grandmother making matzah balls. This is Sean’s most treasured memory of Miriam Toubman. More than 30 years ago, the Toubmans began a tradition of family philanthropy to honor their father and grandfather, William, who passed away at age 52.
“Philanthropy allows me to support organizations that share my values, spread the blessings I have been lucky enough to receive, and give back to the communities where I have lived and worked,” says Jack Hutensky. Jack’s parents started a Donor Advised Fund for...