How to Establish a Donor Advised Fund?

3 simple steps to establish a donor advised fund:

• 1. Read the Instructions for Establishing A Donor Advised Fund
• 2. Print your Establish A New Fund Form
• 3. Mail or fax your form to Heather Berman, Jewish Community Foundation of Greater Mercer
• Initial contribution:                 $6,000
• Additional contributions:      any amount
• Click here to learn more about donor advised fund

What's Next?

Once we accept your irrevocable contribution, we will send you a letter of acknowledgment for your tax records.  Publicly traded securities are promptly sold and the proceeds (less brokerage fees) are credited to your fund.

You will receive a welcome folder with the information you need to begin using your fund.

Can I establish the fund in person or by phone?

Yes, you can, by calling us at 609-219-0555 and ask for Jewish Community Foundation of Greater Mercer.

Additional Questions?

Please contact us at info@jcfgreatermercer.org or by calling 609-219-0555 and ask for Jewish Community Foundation of Greater Mercer. We will be glad to arrange an appointment with you to establish a fund and answer any questions you may have.