Donor Advised Funds streamline charitable giving and may help maximize your tax deductions. Because they can be established with as little as $2,500, Donor Advised Funds are accessible to many donors.
You can create a Donor Advised Fund with a gift to the Foundation in the form of cash, stock, mutual funds or other property. The Foundation sells assets if necessary and invests the cash in a fund that bears your name. You recommend gifts to charitable organizations at your own convenience, and the Foundation takes care of the paperwork.
Donor Advised Funds have many financial advantages that can boost your giving power. You’ll be immediately eligible for a tax deduction and will pay no capital gains tax on any long-term appreciated securities. Many donors choose to establish (and replenish) their funds when they have appreciated assets or desire additional tax deductions at year-end. With the Foundation’s sound investment options, you may also maximize your charitable impact over time.
Donor Advised Funds make charitable giving easy and even more enjoyable because all you have to do is recommend gifts to support the causes you care about. You have 24/7 secure online access to your fund and can make grant recommendations online. The Foundation handles the check writing and other paper work, provides personalized customer service and information you can trust, will work directly with you and your financial advisors, and can even help preserve your privacy by making anonymous gifts from your fund.
Many donors use their Donor Advised Funds to engage their families in the process of charitable giving. You can name your children as advisors to your fund, so you can pass on your Jewish values as well as the privilege to become philanthropists.
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If you open a Donor Advised Fund with $5,000, your first gift to a Jewish charity will be matched with a $500 gift. Email or call Caren Goldberg at 414-390-5737 to learn more.
Read Mark and Stephanie Goldstein’s story