|A donor-advised fund offers the opportunity to create an easy-to-establish, flexible vehicle for charitable giving as an alternative to direct giving or creating a private foundation.
Donors enjoy administrative convenience, cost savings and tax advantages by conducting their grant making through their fund. Assets in your Donor Advised Fund are placed in a pooled portfolio are managed and monitored by The Foundation's Investment Committee.
Donor Advised Funds allow you to centralize your charitable dollars in one convenient account. This user-friendly fund provides maximum tax advantages and flexibility in grant making. Whether you are looking to minimize your taxes, create a charitable family legacy, or honor a loved one’s memory, a Donor Advised fund may be for you.
Instructions on how to open a fund
Application to open a fund
Grant request form
Organizations supported through our Donor Advised Fund
Spotlight on the Schwartzes:
“Each year our family gathers together to celebrate Hanukkah. We have three adult children and they in turn each have two children.
Every year one family takes their turn to recommend up to four charities they would like to support, with funds from our Foundation Donor Advised Fund.