Donor-Advised Fund

A donor-advised philanthropic fund, a permanent fund of your Federation, is a personal expression of your tzedakah. Aligning your philanthropic interests with the Jewish community's needs and priorities through hands-on philanthropy, your personalized philanthropic fund will continue to benefit the community into the future.

While you make recommendations for annual distributions during your lifetime, upon death the gift becomes part of the Federation's Endowment Fund, perpetuating your name and your lifetime of commitment.

A donor-advised philanthropic fund allows your charitable dollars to grow tax-free, thereby increasing the resources available for grant making.

What are the benefits to you?

  • Easy to start with low minimum irrevocable gift of cash, securities or other property
  • Optimum tax advantages
  • Flexible giving
  • Administered by your community endowment professional
  • Centralizes your philanthropy
  • Simplifies your record keeping

How to Begin

For more information about how planned giving and legacy opportunities can work for you, your family, and your community contact us at (805) 957-1115, or your personal financial advisor today.

Jewish Federation does not provide legal advice. Donors are encouraged to seek independent tax and legal counsel.