Start a Donor Advised Fund
JCF Donor Advised Fund Links
Please download any necessary forms, and, after completing them, return to the
Please note that we are happy to meet with you to discuss your new fund.
Contact us today at 856-673-2528 or email@example.com with any questions you may have or to set up a time to meet.
For New or Prospective Donors:
for a Donor Advised Fund with the JCF
For Current Donors:
“A Donor Advised Fund with the JCF has streamlined our charitable giving in so many ways. Before we started a DAF, we spent hours around tax time trying to track down our donations—now, the JCF does that for us – all in one place, one email, one phone call – easy and efficient.
"Moreover, we earn an immediate tax deduction when we send funds to the DAF, and have the flexibility to grant the money at any time in the future. It’s an easy way to centralize your charitable giving and to have peace of mind that you are capturing all your reporting in one place – and the staff are a pleasure to work with too.”
-Brad A. Molotsky
What Are Donor Advised Funds?
Donor Advised Funds (DAFs) serve as wonderful platforms for many individuals, families, and organizations to use to streamline their philanthropy.
A Donor Advised Fund with the JCF is quick and easy to set up. Here's how it works:
Your irrevocable charitable contribution is placed in an account with the JCF, in your name (or however you prefer to name your fund). There is a $100 minimum to establish a fund.
You determine an appropriate investment strategy to recommend.
You may recommend donations to specific charities, at any time, and in any amount over $100 per grant.
You may make additional contributions to the DAF at any time.
You enjoy the right to designate other donor advisors and successors who have the ability to recommend distributions from your fund. This could be family members or other trusted colleagues.
You will have convenient 24/7 access to your DAF account via our Donor Advised Fund online portal.
What Are the Benefits of Starting a Donor Advised Fund with the Jewish Community Foundation?
People who choose a DAF typically have a strong desire to make a significant philanthropic impact, perhaps even to the point of establishing a private foundation, but without the added expenses and time-consuming requirements of creating a private foundation (such as formulating legal documents, filing annual returns for the IRS, etc. Please visit the IRS website for more information on private foundations.).
A DAF established through the Jewish Community Foundation, Inc. allows you to enjoy the benefits similar to establishing a private foundation, while enabling you to make grants to support Jewish Federation agencies, your synagogue, or other Jewish or secular 501(c)(3) non-profit organization that is important to you. The list of non-profits you can donate to is practically unlimited-- hospitals, universities, museums, and more.
Benefits of starting a DAF include:
Ease of set-up and administration
One centralized fund for all of your charitable giving
Immediate income tax deduction for amounts donated to the fund, even if distributions to charities are not made immediately
No capital gains taxes on appreciated assets held for more than one year when donated
Satisfaction from supporting your favorite charities with an account that you can personalize by name and pass on to your children
None of the administrative responsibility or annual excise taxes associated with a private foundation
You can even establish a fund for a child or grandchild, to introduce them to philanthropy
DAFs make great gifts for graduates, birthdays, b'nai mitzvot weddings, or other important occasions
How Do I Get Started?
To launch a fund right away, you can start by completing a New DAF Account Opening Form and submitting it to the JCF once finalized.
We do encourage donors to meet with a JCF representative first to discuss how a Donor Advised Fund operates, answer any questions you may have, and discuss your philanthropic interests, to ensure you get the most out of your new fund.
If you would like to set up a meeting with a JCF representative to talk about opening a DAF, please contact us at 856-673-2582. Thank you.