Donor-Advised Funds

Our donor-advised funds (DAFs) empower individuals and families to make strategic, high-impact philanthropic decisions — whether through collective giving, impact investing, or direct grants.

Supporting Foundations

We administer your foundation, letting you focus on making an impact while tapping our wide expertise on needs and solutions in the Jewish world and beyond.

Endowment Funds

An endowment fund is a permanent source of financial support for the organizations, programs, and causes that are most important to you.

Agency Funds

We help enrich the Bay Area Jewish community by investing long-term funds for agencies, synagogues, and schools to support their programs and operations.

We can accept a full range of assets

NOTE: All gifts of non-cash assets are subject to Federation review and due diligence before being accepted.

Cash
Publicly traded securities
IRA rollover gifts (qualified charitable distributions)
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
Life insurance policies

Call to Action

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Impact

Sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Nam fermentum, nulla luctus pharetra vulputate, felis tellus mollis orci, sed rhoncus sapien nunc eget odio. Lorem ipsum dolor sit am

Sociis natoque penatibus et

0 K

Sociis natoque penatibus et

0 K

Sociis natoque penatibus et

0 K

Sociis natoque penatibus et

0 K