Donor Advised Funds

Donor Advised Funds

A Donor Advised Fund is a charitable giving account that enables you to give more, smarter and better.

  • Your Donor Advised Fund is easily created with a tax-deductible minimum gift of $5,000 or more ($2,500 if you’re under age 35).
  • You can make gifts from your Fund to your favorite charities – local, national, Jewish or secular.
  • You can make gifts to charities right away or use your Fund as a “savings account” for future gifts.
  • Your Fund is professionally and prudently invested by the Foundation’s managers.
  • Your charitable giving is handled through one source which reduces paper work and eliminates the administrative burden of saving individual tax receipts.
  • Your charitable giving can be done online 24 hours a day, 7 days a week.

For a limited time, the Foundation will match one grant to the Jewish organization of your choice in an amount equal to 10% of the initial contribution you made to open your fund, with a maximum match of $1,000.

We also offer incentives to current fundholders for referring new prospective Donor Advised Fund fundholders. Inquire for details: 913-327-8245.

 

Some Benefits of a Donor Advised Fund at the Jewish Community Foundation:

  • Tax Deduction - You will receive an immediate charitable income tax deduction for contributions made to your Fund. You may contribute cash or transfer long-term appreciated property. When you transfer appreciated property you receive the greatest tax benefit by avoiding paying capital gains tax.
  • Streamline Giving - By organizing your charitable giving through one source, you can avoid writing separate checks to multiple organizations and eliminate cumbersome recordkeeping.
  • Online Access - You can securely access your Fund 24/7 at jcfkc.org to make gifts and monitor the activity and balance of your Fund online.
  • Quarterly Reporting - You will receive detailed quarterly reports of activity of your Fund including contributions received, gifts made, income earned, administrative fees and the Fund balance.
  • Support the Growth of a Philanthropic Community – Support the work of the Foundation and its philanthropic education programs that help inform donors about critical issues within the community and help develop the next generation of givers.
  • Create a Legacy of Charitable Giving – You can name your children, grandchildren, or others as successor advisors to your fund. Successor advisors have the privilege of managing your fund after your death and carrying on your philanthropic values and traditions.
     

Donor Advised Fund Frequently Asked Questions

Is a minimum balance required once the Fund has been established?
Is a minimum contribution amount required after the Fund has been established?
When is a contribution considered a charitable donation?
What will I need for my tax records?
What are the fees?
Who receives the investment earnings?
Which charities may receive gifts/grants from the fund?
Are there any limitations on the number of gifts/grants from the fund?
How often are gifts/grants processed?
How do I recommend a gift/grant?
How can I view my Fund activity?
Will I receive statements?

Create a new fund with our online form or contact Josh Stein at (913) 327-8121 for more information.

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Jewish Community Foundation of Greater Kansas City   |   5801 West 115th Street, Suite 104   |   Overland Park, Kansas 66211   |   913.327.8245   |   info@jcfkc.org

The Jewish Community Foundation of Greater Kansas City and our website, www.jcfkc.org, serve as a resource to help donors achieve their charitable and planned giving goals. We do not provide legal, tax, investment or other professional advice. For such advice, please contact your attorney or other professional advisor.

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