A Donor Advised Fund is like a “charitable savings account.” You receive both tax and philanthropic planning benefits in a simple format with great flexibility. Donors make gifts to the Foundation and the proceeds, which are immediately tax deductible, are placed into a fund named by the donor. The Foundation will consider your personal recommendations for disbursements from your fund to approved charitable organizations. Donor Advised Funds offer the benefits of immediate tax advantages, and the convenience of management services from the Foundation’s professionals.
Donor Advised Funds can be opened, and maintained, with a minimum of $2,500 in appreciated stocks, cash or credit card. You name the fund for your family or as a memorial to a loved one and you recommend grants, minimum of $100 each, to any not-for-profit organization. You can even designate other family members to succeed you as advisers to the account - into perpetuity.
You get a full tax deduction in the year you make your gift and you can defer your distribution grants to future years. The Foundation writes all the checks and provides you with quarterly statements on your Fund’s balance and distributions.
Depending on the type of Donor Advised Fund you open, the assets in your Fund can grow tax-free with a fee based fund (1% of assets or $500 minimum fee) or your fund can be administered completely free with the Foundation receiving the investment gain on the fund.
It is important to note that your fund can recommend distributions to both Jewish and non-Jewish charities throughout the world. When our Foundation check is sent as a donation to a health facility, your Alma Mater, or your favorite arts & culture non-profit it has the double benefit of associating both your name AND the Jewish Community Foundation to your gift.
• Qualify for Maximum Tax Benefits • Charitable Gifts are Conveniently Managed • Money is Professionally Managed • Teach Your Children the Tradition of Tzedakah • Honor a Family Name or Loved One
Anonymous Steve Barenholtz Memorial Marc and Karen Beckman Martin and Nancy Belkowitz Stuart and Sheila Ben Benjamin & Ilana Berinstein Gerald & Barbara Black B’nai Israel Congregation of Auburn Neil & Jan Bronstein Joan and Harold Burstyn Family Jerome and Phyllis Charney Chesed Fund CNY Discover Day School Paul S. and Linda T. Cohen William and Sylvia Cohen Joshua Ian Davis Memorial Discover Day School Engel Family Fund Susan & Mark Field Freeman Family Fund Frumah Packard Cemetery Fund Allen & Nirelle Galson Edgar & Eva Galson Harlean and Leonard P. Goldberg Irwin & Beth Goldberg Neil and Robin Goldberg Marvin A. Goldenberg Alexander and Charlotte Holstein Alyse and Philip Holstein David and Sally Hootnick Martin Irwin Elaine & Steve Jacobs Daniel & Rhea Jezer Robert and Jessie Kellman Kolodney Family Fund Richard and Olivia Kronhaus Sheldon & Karen Kruth Sue Yaffee Kurn Linda H. and Jay M. Land Mickey Lebowitz and Anne Ruffer Benjamin and Susan Levine Elliott Meltzer Family Fund Karoline & Willie Ment Family Wendy Meyerson/Andrew Fox Family *Morgan Road Investors, LLC David T. and Ellen C. Nash
Natur-Tyme Community Fund Philip C. & Marilyn L. Pinsky Family Howard & Ann Port Joseph & Lynn Romano Paul and Georgina Roth Alan & Ann Rothschild Arnold and Libby Rubenstein Rubenstein-Riley William Serog Debrah and Barry Shulman Mitchell and Louis Shulman Ann Singer Family Fund Sharon & Barry Slosberg *Lillian and Emanuel Slutzker Hillel SU Corinne & Lynn Smith Janice and Bruce Smith J. Jeffrey Solomon Family Sonne Family Pomeranz special needs (1) Pomeranz/Shankman Jewish Cemetery Pomeranz/Shankman Tech Funds (1) Pomeranz/Shankman/Martin 2014 special needs (2) Pomeranz/Shankman/Martin 2015 special needs (3) Pomeranz/Shankman/Martin 2016 special needs (7) *Pomeranz/Shankman/Martin 2017 special needs (4) Pomeranz/Shankman/Martin 2018 special needs (13) *Pomeranz/Shankman/Martin 2019 special needs (16) Pomeranz/Shankman SHDS Challenge Pomeranz/Shankman Syracuse Cemeteries Challenge Pomeranz/Shankman Response to Hunger (1) Pomeranz/Shankman/Martin Syracuse Community School Starlight Fund Syracuse Jewish Cemetery Pomeranz/Shankman Syracuse Jewish Children’s Fund Temple Concord Response to Hunger The Leslie Fund The Nice Fund Gershon and Dina Vincow Wells Family Sam and Robin Young Zawadzki, Bronia & Moisha