Start a Fund

Maximize your philanthropic impact by partnering with us.

As a trusted advisor for generations, the Federation’s philanthropic services align personal and financial charitable goals with Jewish values. That means that we facilitate conversations about how to approach your philanthropy thoughtfully, as a deeply meaningful and Jewish act. 

Our Methodology

We guide donors, connect funders, and leverage resources to achieve sustainable, positive change for our community and the world we share. By combining local and global insight into complex issues with a robust and rigorous grantmaking process, we provide funders with personalized and innovative funding strategies to realize their philanthropic vision.

From creating a permanent legacy to supporting specific causes that are the most meaningful to you, our team of philanthropic experts works closely with you to translate your philanthropic interests into a plan of action. 

your goal

Fund Type

Benefits

Recommend grants to a full range of charitable organizations you care about while maximizing tax deductions Donor Advised Funds Simple to set up; tax-efficient way to set aside charitable dollars; immediate tax benefits; no capital gains taxes when you contribute appreciated assets; online access to make grant recommendations and review grant history; no minimum annual distribution; nominal administrative fees; excellent investment options; exclusive access to events, networking and learning opportunities
Sustain in perpetuity the causes and organizations most important to you during and/or after your lifetime to ensure funding continuity Restricted Funds Create a lasting gift that is professionally managed, automatically generating annual grants that improve the lives of local and overseas Jewish community members
Collaborate with family members in defining goals and philanthropic objectives within an independent, nonprofit corporation with its own identity and board of directors. Supporting Foundations Receive more favorable tax benefits than a private foundation; not subject to excise taxes on investment income; establish a board of directors with your representation. No annual minimum distributions required and Federation staff assist with mission statements, researching charities, creating a philanthropic focus, and evaluating proposals, as well as administrative, legal and financial responsibilities.

 

Together, we can determine how best to help you build a lasting legacy for future generations.

Thank you for choosing the Federation as your partner in philanthropy.

For more information, please contact:
Ruth Bender
Director of Philanthropic Funds
415.512.6205
Linda Solow Bouwer
Director of Endowed and Planned Gifts
415.512.6232