A donor-advised philanthropic fund is a gift that is accepted and managed by the JCEF. The fund generally bears the name of the donor or another individual selected by the donor. You can recommend grants to a full range of charitable organizations in the Jewish and general communities. More than 6,500 organizations are on our list of approved public charities, and more are added monthly.

• Frequently asked questions about donor-advised funds

Advantages:

• Easy to start
• $5,000 minimum gift
• Additions can be made at any time
• Optimum tax advantages
• Charitable giving centralized in a single fund
• Grants are made to a full range of approved public charities
• Simple record-keeping
• May be named for a donor or a loved one
• Variety of investment options
• Professional assistance in grantmaking available
• JCEF Online login: View fund balances and make grant recommendations via the Internet

Best assets (the best types of assets to contribute to a donor-advised philanthropic fund):

• Cash
• Appreciated stocks and bonds
• Israel bonds
• Closely held businesses
• Real estate

Forms:

All forms are in PDF format (requires free Acrobat Reader)

• Form to establish a donor-advised philanthropic fund
• Form to recommend grants
• Form to recommend investments
• Form to make gifts of stock
  

For more information contact:
Phyllis Cook at 415.512.6211 or phyllisc@sfjcf.org.
Lisa Gurwitch at 415.512.6221 or lisag@sfjcf.org.