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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.

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