Donor Advised Funds

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Flexible Philanthropy That Reflects Your Values

PHILANTHROPIC
Support the many charitable causes you care about through one charitable fund at the JJCF.

SIMPLE
Create a donor advised fund with a gift of $2500 or more. The JJCF handles all the administrative tasks and provides quarterly summaries of fund activity. We take care of the details.

GRANTMAKING
Recommend grants of $100 and more to any 501c3 non-profit organization you care about – within and outside of the Jewish community. Recommend grants online – a more efficient way to get checks to grantees. Click here to use our online form.

FAMILY PHILANTHROPY
Involve your family in the charitable giving process and establish a legacy of giving by creating a family advisory committee to recommend grants or name your children as successor advisors.

INVESTMENT MANAGEMENT
Your fund’s assets are invested as part of the JJCF’s pooled investment portfolio, benefiting from diversification, strategic asset allocation and a long-term investment strategy. Investment activity is allocated to funds on a quarterly basis. The Foundation charges an annual 1% management fee.

SMART, TAX ADVANTAGED
All gifts to Donor Advised Funds are tax deductible. The gift of appreciated assets is an especially smart way to fund your donor advised fund to reap maximum benefits.

EXPERT
Our knowledgeable professionals are available to consult with you about funding opportunities in our community and help you create a giving plan that is consistent with your charitable interests.


CONTACT INFORMATION

Cathrine Fischer Schwartz, CFRE, Senior Vice President, Jacobson Jewish Community Foundation
561.852.3120 | CathrineS@bocafed.org