Establishing a donor-advised fund (DAF) with the Federation is more than just a financial transaction.
Our philanthropy advisors provide personalized recommendations that draw on our expertise and connections in the Jewish community and across national and global networks.
Let us help you design your charitable giving to reflect your values and commitment to tikkun olam (repairing the world).
Simplify Giving
Setting up a DAF is quick and easy with an initial minimum contribution of $5,000.
Why Choose the Federation?
Curated and collective giving opportunities that address pressing needs in the Jewish community, plus learning opportunities with like-minded donors and experts.
Personalized support from experienced philanthropic advisors who provide insights into impactful giving and recommend organizations aligned with the donor’s goals.
Resources and support for involving family members in philanthropy and creating a multigenerational legacy of giving.
Online portal simplifies the process of recommending grants and tracking contributions.
Your fund’s administrative fees support the infrastructure of the Federation and the work we do to foster thriving Jewish communities.
Join us for engaging speakers and community connection. More information on Federation Events.
Customized Donor-Advised Funds
DAFs can be opened and funded through gifts as part of a commemoration, lifecycle event, or to support a specific cause:
Memorial
Celebrate a loved one’s memory through meaningful, lasting impact.
B’nai Mitzvah
Mark a b’nai mitzvah with a fund that grows as they do.
Special Causes
Bring people together to support a cause close to your hearts.
Graduation
Recognize a graduate’s achievement with a gift that gives back.
Wedding
Start a couple’s journey with a fund rooted in generosity.
Fundraising
Raise funds and make grants with like-minded donors.
Contact Us
Please call or email if you have questions or need assistance setting up your DAF.
FAQs
Giving Jewishly means that we help our donors give through the perspective of four Jewish values: kehilla (building community), tzedek (pursuing justice), tzedakah (taking care of people in need), and tikkun olam (repairing the world). We think you can give Jewishly to a very broad set of priorities, whether to specific Jewish causes or to issues in the community at large.
No, we manage grants that support both Jewish and broader community causes. In fact, two-thirds of the $200 million in assets that we grant into the community annually on behalf of our donors support broader causes, both local and global.
Appreciated assets can be some of the best to donate because you may avoid capital gains tax liability as well as enjoy a current year tax deduction, if you itemize. We accept the following gift types:
- Cash
- Publicly traded securities
- Donor advised grants (from donor advised funds, private foundations, supporting organizations)
- Legacy gifts by will, trust, retirement account, or life insurance designation
- Real estate
- Business interests
- Tangible property
- Closely-held stock
- Cryptocurrency
- Life insurance policies
The Federation has a long history of collaborating with professional advisors, such as estate-planning attorneys, investment advisors, and wealth managers. We work closely with you and your advisor so that your giving is streamlined with your tax, investment, and estate planning strategies.
Our philanthropy advisors provide news, insights, education, and events that engage and inspire philanthropy. In addition to advice and guidance, we manage all grantmaking administration including due diligence, liquidating assets, sending grant checks, distributing quarterly and annual statements, and providing administration of the underlying platform for the efficient delivery of all these services.
DAF Fees
$100 minimum fee per year
1.0% on the first $3 million
0.75% on the next $7 million
0.5% on the next $15 million
0.25% over $25 million
A donor-advised fund (DAF) is an account that facilitates your personal giving. From this account, you can recommend grants to the thousands of approved 501(c)(3) organizations (including the Federation) that support Jewish and broader community causes. Donors with DAFs are not required to support the Federation, and while our philanthropy advisors are briefed on Federation initiatives and priorities should you be interested, they are not incentivized to “sell” you on a Federation donation.
Additional Resources
Below you will find the necessary forms to open your donor-advised fund.
Impact
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Organization
Events
Community Event
Jewish DateNight
Meet Jewish Singles Across North America - From Your Couch. Jewish DateNight is a virtual speed dating event created for Jewish singles who are serious about meeting great people in
Community Event
The Lost Princess: An Introduction to Jewish Mysticism and Storytelling
Join us for a very special presentation by Rabbi Paul Steinberg (Congregation Kol Shofar) on the intersection of Hassidic folktales and Jewish mysticism. Inspired by the JCC's current exhibit, Rebbe