• 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.