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 Benjamin & Ilana Berinstein Gerald & Barbara Black Neil & Jan Bronstein Joan and Harold Burstyn Family Chesed Fund Paul S. and Linda T. Cohen William and Sylvia Cohen Joshua Ian Davis Memorial Engel Family Fund Federation/Pomeranz Security 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 Seth and Leah Goldberg *Steven and Sondra Goldberg Marvin A. Goldenberg Alexander and Charlotte Holstein Alyse and Philip Holstein Martin Irwin Elaine & Steve Jacobs Daniel & Rhea Jezer Robert and Jessie Kellman Kolodney Family Fund Richard and Olivia Kronhaus Linda H. and Jay M. Land Mickey Lebowitz and Anne Ruffer 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 SHDS Jewish Education Commitment Debrah and Barry Shulman Mitchell and Louis Shulman Ann Singer Family Fund Sharon & Barry Slosberg Lillian and Emanuel Slutzker Hillel SU Corinne & Lynn Smith J. Jeffrey Solomon Family Sonne Family Pomeranz/Shankman Jewish Cemetery Pomeranz/Shankman Response to Hunger (1) Pomeranz/Shankman Tech Funds (1) Pomeranz/Shankman/Martin 2014 special needs (1) Pomeranz/Shankman/Martin 2015 special needs (2) Pomeranz/Shankman/Martin 2016 special needs (2) Pomeranz/Shankman/Martin 2017 special needs (2) Pomeranz/Shankman/Martin 2017 senior needs (3)`` Pomeranz/Shankman/Martin 2018 special needs (3) Pomeranz/Shankman/Martin 2019 special needs (7) *Pomeranz/Shankman/Martin 2020 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 *Walzer Family *Arnold and Miriam Weiner Wells Family *Wladis Hats and Gloves I *Wladis Hats and Gloves II Sam and Robin Young Zawadzki, Bronia & Moisha