Menu
 

Donor Advised Funds

The most popular, tax-efficient way to maximize your philanthropic impact.

Donor Advised Funds (DAF)

A Donor Advised Fund (DAF) is a flexible philanthropic giving tool that can simplify your charitable giving and provide you with significant tax advantages. With a contribution of $5,000 or more, you can create a DAF in your name or a name of your choosing. As a fund holder, you can recommend charitable distributions to the Jewish and secular charities of your choice whenever you wish. Until distributions are made, the assets of the DAF are invested for tax-free growth. 

Donor Advised Funds are a great way to engage multiple generations in family giving. Create a fund based on your family’s values and involve family members in meaningful charitable experiences. Name loved ones as successor advisors, so you can pass on your values and encourage future generations to continue your philanthropic traditions.

For more information about setting up a donor advised fund, contact Eric Maurer at emaurer@ujcvp.org.  

Donor advised funds are administered through the "UJCVP Endowment," an independent tax-exempt public charity separate from the UJCVP.  

How a Donor Advised Fund Works

Give

Establish a fund with a gift of $5,000 or more (e.g., cash, stock, real estate, or other assets) or build up to this level over time two to five years. When you contribute to your Donor Advised Fund, you're eligible for an immediate tax deduction.

Grow

Your contribution is invested, so it has the potential to grow tax-free while you decide which charities to support. The UJCVP handles all administrative requirements and provides you with detailed reports of your fund activity.

Grant

You and your designated fund advisors can make grant recommendations at any time to qualifying nonprofits.

Open A Donor Advised Fund