Donor Advised Funds

JFCS Donor Advised Funds provide 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.

A contribution of $10,000 creates your own private “mini-foundation,” allowing you to take a tax deduction today and make recommendations – now or in the future – for the distribution of your Fund’s earnings or principal, either to JFCS programs or to other qualifying charities.

How It Works

  • With a gift to JFCS of $10,000 or more in cash, securities, or property, you can create a Donor Advised Fund. There is an easy-to-complete agreement to set up your Fund.
  • JFCS invests the monies prudently, and will provide you with quarterly reports of your Fund’s status.
  • You make fund distribution recommendations at your convenience to support programs at JFCS or other charities (minimum $100). Recommendations can be made through our simple online form or by emailing or faxing JFCS.

How You Benefit

  • Your Fund can simplify and streamline your philanthropy by serving as the primary source for your charitable giving.
  • You receive an immediate income tax deduction based on the full fair market value of the assets in your Fund and avoid capital gains.
  • You can make gifts to your Fund at a time that optimizes your tax benefits without having to make distribution recommendations at that time.
  • The Fund assets grow tax-free, and are professionally managed.

Make a Recommendation to Your JFCS Donor Advised Fund Online >

Start a new JFCS Donor Advised Fund today. Contact Barbara Farber at 415-449-3858 or barbaraf@jfcs.org.

Contact Us

  • Barbara Farber
  • Director of Development and the Endowment Fund
415-449-3858
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