- A Donor-Advised Fund makes it possible for you to have a personal charitable fund in your name without any of the distribution and reporting limitations and tax filings imposed upon private family foundations.
- A Donor-Advised Fund can help in your tax and financial planning. For example, if you have unusually high income or substantial long-term capital gains in a particular year, you can contribute to your Donor-Advised Fund, receive your charitable tax deduction that year, and recommend disbursements in future years.
- Contributions to a Donor-Advised Fund are tax deductible to the full extent of the law.
- THE FOUNDATION will invest your contributions under the watchful eye of the Investment Committee.
- You can engage and educate your children in charitable giving if you name them as alternate or successor grant recommenders.
- THE FOUNDATION charges a low administrative fee to manage all the details of coordinating your charitable giving in one easy-to-use account.
- Both the Jewish community and secular communities can benefit from your charitable giving.