Donor Advised Funds - The Benefits

STRENGTHEN YOUR PHILANTHROPY WITH A FLEXIBLE, TAX-SMART WAY TO MANAGE YOUR GIVING

Open a donor-advised fund to help achieve your philanthropic goals and realize these benefits:

  • Open an account with as little as $5,000
  • Contribute cash or appreciated assets and receive an immediate tax benefit for your contribution
  • Invest in open architecture investment pools or choose to have your account managed professionally by an advisor
  • Any growth is tax free.Take your time to be more strategic, separating your tax-oriented giving decisions from your granting decisions
  • Recommend grants as low as $50
  • Give to charity today, and build for a legacy tomorrow
  • Simplify your giving by letting us handle the due diligence, grant distribution, and record keeping

Flexible Ways to Contribute: Opening a donor-advised fund gives you a powerful way to plan, manage, and help grow your charitable giving. Whether you’re contributing cash, appreciated securities, or more complex assets, you can create a contribution plan unique to you.

Maximum Tax Benefits: When you contribute to your donor-advised fund account, you can take an immediate tax deduction and avoid paying capital gains taxes on contributions of appreciated assets. In addition, any growth in your account is tax-free, increasing the value of your contribution to the recipient charities.

Experienced Service, Personal Support: Get personalized service and reliable answers to any questions you may have about your account. For over 20 years, donors like you have relied on the Jewish Community Foundation of the Jewish Federation of Greater Pittsburgh to facilitate their charitable giving.

Contact

For more information on starting a fund, please contact Dan Brandeis, Jewish Community Foundation Director (412.992.5220 or dbrandeis@jfedpgh.org), or Sharon Perelman, Director of Planned Giving (412.992.5224 or sperelman@jfedpgh.org).