Select Page

Donor Advised Fund

Jewish Federation Donor Advised Fund

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.

For more in depth information, go to JFedSTL.PlanMyLegacy.org/Donor-Advised-Funds.

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 and Major Gifts, to learn about setting up your own Jewish Federation Donor Advised Fund.

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