Caring for Generations
 
 
 
 
 

Donor Advised Funds

What is a Donor Advised Fund?

A donor advised fund - or DAF - is a charitable account with a sponsoring organization that allows donors to combine favorable tax benefits with the flexibility to support your favorite causes.

After establishing a donor advised fund, the donor may recommend grants to qualified public charities. They may also advise the sponsoring organization on the investment strategy for the charitable assets.

Making a Donor Advised Fund Gift

After a donor establishes a donor advised fund with a sponsoring organization, he or she retains advisory privileges over how to allocate their investment. The investment options and grantmaking criteria vary among sponsoring organizations. 

As an IRS-qualified 501(c)(3) charity organization, JF&CS is grateful for the opportunity to receive grants awarded by donor advised funds.


Fidelity Charitable
Fidelity Charitable makes it easy to jump start a grant recommendation to a nonprofit through donor advised funds. Just use the DAF Direct tool to the right to initiate your gift.

Schwab Charitable
Schwab Charitable makes it easy to jump start a grant recommendation to a nonprofit through donor advised funds. Just use the DAF Direct tool to the right to initiate your gift.

The Boston Foundation
The Boston Foundation offers donors with donor advised funds the ability to conveniently access their fund information online. Advisor Xpress is a secure site that donors and fund advisers may access by using a personalized user ID and password.

Combined Jewish Philanthropies
Combined Jewish Philanthropies offers donors with donor advised funds the ability to conveniently access their fund information online through its secure and password-protected site. This allows donors to access their CJP DAF anytime, anywhere.

Vanguard Charitable
Vanguard Charitable makes it easier to manage charitable donations by alleviating the administrative burdens and time it requires to invest assets, conduct charity due diligence, and issue grants.

Morgan Stanley Global Impact Fund Trust
Morgan Stanley Global Impact Fund Trust provides administrative convenience and cost savings versus establishing a foundation, as well as potential tax advantages while helping clients support their favorite causes. 

The American Gift Fund
The American Gift Fund offers donors a simple way to create a DAF, for donors who wish to maximize their current income tax deductions.

American Endowment Foundation
The American Endowment Foundation, the nation’s largest independent provider of donor advised funds (DAFs), gives you the freedom to focus on your giving while they take care of all the operational details.

 

For further information please contact Ruth Maffa, Senior Development Officer, at rmaffa@jfcsboston.org or 781-693-5059.

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