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Your Dreams, Your Passion, Your Legacy

Set up a Donor Advised Fund at the Jewish Federation of St. Louis and easily support numerous charities through one fund. Different than other forms of giving options, a Jewish Federation Donor Advised Fund offers you a chance to streamline philanthropic contributions on a schedule that works for you.

Make a Contribution to My Donor Advised Fund

What is a Donor Advised Fund?

By setting up a Jewish Federation Donor Advised Fund, you immediately get the maximum tax deduction available and the flexibility to recommend charitable distributions at any time.

The Benefits

    • Easily manage your philanthropy online
    • Simplified record keeping and paperwork
    • Philanthropic expertise to help plan your giving
    • Earnings accumulate tax-free

 

Types Donor Advised Funds

By living generously, you can be there for your family, your community, and the Jewish people – where and whenever help is needed in the future. Find a path that works for you!

 

Philanthropic Donor Advised Fund


    • For donors over age 35
    • Great tool to streamline the management of giving and donate in years when greater tax savings is needed
    • Donor or up to three others may make recommendations
    • May name others to have successor recommendation privileges
    • Low minimum initial contribution of $2,500
    • Minimum balance of $1,000
    • Minimum recommendation amount of $100

 

Young Professional Donor Advised Fund


    • For donors age 20 to 35
    • Great tool to streamline the management of giving while still having the ability to support many causes
    • Donor or up to three others may make recommendations
    • May name others to have successor recommendation privileges
    • Low minimum initial contribution of $1,000
    • Minimum balance of $500
    • Minimum recommendation amount of $50
    • At age 35 the fund becomes a standard Philanthropic Donor Advised Fund

 

Young Adult Donor Advised Fund


    • For teens age 13 to 19
    • Great tool to help foster charitable identity
    • Created in teens name by a parent or relative
    • Prior to 18 teen makes recommendations with co-signer
    • At age 18 teen has sole rights to make recommendations
    • Low minimum initial contribution of $300
    • Minimum balance of $100
    • Minimum recommendation amount of $18
    • At age 20 the fund becomes a Young Professional Donor Advised Fund

 

Contact Us

Contact Lori Wishne, Director of Planned Giving, to learn about setting up your own Jewish Federation Donor Advised Fund.

Lori Wishne
(314) 442-3830
LWishne@JFedSTL.org 

 

Donor Advised Fund Contribution

Top 5 Reasons to Donate Stock:

1. Support What Matters Most to You: One gift touches all. It touches those in need in the Jewish community from St. Louis to Israel, to those in the greater St. Louis community and across the nation.
2. Avoid Capital Gains Tax: Since securities are donated rather than sold, capital gains taxes from selling the securities no longer apply.
3. Save Money on Your Income Taxes: If you’ve held your securities for more than a year, your gift may create a valuable income-tax deduction at the state and federal level.
4. Deliver Immediate Impact: Gifts of stock provide an immediate impact.
5. Giving is Simple: A transfer can be as simple as a phone call and written confirmation, allowing the stock to easily be transferred electronically.

Stock transactions are considered complete on the date the stock is received in the Jewish Federation of St. Louis’ brokerage account. It may take five to seven business days from the date of transfer initiation to be received by the Jewish Federation of St. Louis.

To donate stock, please follow these two steps:

STEP 1: Instruct your broker to transfer stock to Jewish Federation of St. Louis’ brokerage account:
Bank Name: Citibank NA
Bank Address: 111 Wall Street, New York, NY 10005
ABA #: 021000089
Account Name: Charles Schwab and Co
Account #: 4055-3953

For further credit account name: Jewish Federation of St Louis Outright Gift
For further credit account #: 8561-5825
Charles Schwab DTC #:  0164

STEP 2: Instruct your broker to notify Ginny Thornhill at VThornhill@JFedSTL.org or 314-442-3853 of the stock transfer(s).
Include:
Your Name
Stock Name
Number of Shares
Estimated Date of Transfer

Many St. Louis companies offer Matching Gift Programs. Jewish Federation of St. Louis is eligible for many of these programs. Companies often have certain preset requirements for matching gifts. Below is a list of how we meet these criteria:

  • Jewish Federation of St. Louis is a human and social service organization
  • Jewish Federation of St. Louis is registered with the IRS under 501(c)(3)
  • Donated monies are unrestricted

FAQs

My company prohibits matching gifts to religious organizations, so how can they match a gift to the Jewish Federation of St. Louis?
Jewish Federation fulfills requirements of being a nonreligious organization, by providing human and social services, regardless of race or religion.

I haven’t heard of such a program at my company. How do I find out?
Email to the Human Resources Department or your supervisor with the provided text below.

Dear [NAME],
I am writing to inquire whether [COMPANY NAME] offers a Matching Gift Program to match a percentage of charitable donations made by employees to individual organizations. I appreciate your time with this matter, and I look forward to hearing from you soon.

Sincerely,
[NAME]

Do you have any official documentation to provide my company?
We provide a copy of our IRS letter documentation per individual request.

For additional information, please contact 314-442-3831.

Questions? Please contact Charlie Meyers at 314-442-3831 or CMeyers@JFedSTL.org.

If you would like to learn about our Corporate Sponsorships, click here. If you would like to learn about Planned & Legacy Giving, click here.

See all of our community partners here.

 

Jewish Federation of St. Louis is a proud member of United Way and a Better Business Bureau Accredited charity.