You have a few options to make recommendations from your fund:

  • You can download a Donor-Advised Recommendation form here. Just fill out the form and either scan and email it to dwalker@jewishomaha.org or fax the form to 402-334-6765.   
     
  • You can email dwalker@jewishomaha.org and use the following wording:   
    Grant Recommendation: Pursuant to the terms of the Donor-Advised Fund which I have established at the Jewish Federation of Omaha Foundation, I hereby suggest that you pay the following amount(s) to the following organization(s):
    • Amount: $
    • Organization Name:
    • Organization Address:

The above suggested distribution does not represent the payment of any pledge or financial obligation. If any benefits or privileges are offered in connection with such distribution(s), I have not accepted and will not accept them.

  • Need to check a charity’s 501(c)(3) status?  Click here for the IRS’ Tax Exempt Organization Search page.
     
  • You can access your account online here and make your recommendation electronically. If you have not yet established online access and would like to view your donor-advised fund (or endowment fund) reports online, please contact Diane Walker and she will be happy to set you up with a secure login and password.   
     
  • You can call Diane Walker at 402-334-6551 and she will complete the Donor-Advised Recommendation form for you.

Get to Know Your Fund Report

 

 

Murray & Sharee Newman “We support the Jewish Federation of Omaha Annual Campaign as well as many other Jewish and secular charities through our donor-advised fund. We use it as a charitable checkbook and leave the accounting work to the JFOF.”

- Murray & Sharee Newman