A donor-advised fund at JFCS provides a meaningful and effective way to achieve your charitable goals. Whether you want to give back, share your philanthropic values with your family, or build a legacy, JFCS' professional staff will manage the administration and financial reporting of your fund so you can focus your energy on giving to the organizations you find most worthwhile.

You can establish a donor-advised fund in minutes through an easy-to-complete written agreement and a minimum contribution of $10,000. You'll receive immediate and maximum tax benefits, while enduring none of the administrative and financial burdens of forming a private foundation.

You can recommend an unlimited number of non-binding grants (minimum $100) from your fund to qualified charitable organizations of your choice at any time. JFCS will act as a steward of your fund, investing the monies prudently, and will provide you with quarterly reports of your fund's status.

Benefits of Donor-Advised Funds

• Your fund can be established quickly and easily, with a minimum of paperwork.
• You receive an immediate income-tax deduction for the full value of the gift, yet you may make distributions from the fund at any time in the future.
• You bypass capital gains taxes on long-term appreciated securities contributed to the fund. 
• You stay actively involved, recommending the charities to receive distributions from the fund at any time, thus providing you with flexibility in your charitable giving.
• You may name family members as additional advisors, promoting a legacy of family philanthropy and teaching tzedakah to children.
• You enjoy administrative convenience and cost savings by conducting charitable giving through a centralized single fund.
• You have access to an experienced team of philanthropic professionals.
• Upon maturity, the principal goes directly to JFCS, and you avoid estate taxes.

To learn more about the benefits of donor advised funds, please contact Barbara Farber.
 

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