Donor-Advised Fund
How does it work?
Open a donor-advised fund account, such as the ones managed by the Jewish Federation of Cincinnati, and donate assets to fund it. Receive an immediate tax deduction when you contribute cash, stocks, or other assets.
Choose an investment pool to potentially grow the balance of your donor-advised fund. Your contribution can grow tax-free, increasing your charitable dollars.
MAKE BOTH ANNUAL AND
LEGACY GIFTS
You may make grants of at least $100 to virtually any IRS-qualified public charity whenever you decide. You can also leave the balance of your fund to charities as a legacy gift and/or designate your family members as successor advisors.
What are the benefits
Maximum tax advantages
Receive an immediate tax deduction for the full market value of contributions and pay no capital gains or estate tax.
Anonymous
Ability to be anonymous, allowing for discretion and privacy.
Professional and personalized service
Receive strategic, confidential, philanthropic advice on both Jewish and non-Jewish causes from Jewish Federation dedicated staff.
Convenient
All paperwork, administration, and record-keeping is done for you in one centralized account. An online portal is available at no cost, 24 hours a day.