The Foundation offers a variety of ways for donors to support their favorite charitable organizations. Below are the following types of fund options we currently offer:
A Donor Advised Fund is a personal charitable giving account that allows you to easily and efficiently support all of your favorite causes. By organizing your charitable giving through one source, you avoid writing separate checks to multiple organizations and eliminate cumbersome record keeping. You can simply focus on the joy of giving. You can name your children, grandchildren, or others as successor advisors to your Fund. Successor advisors have the privilege of managing your Fund after your death and carrying on your philanthropic values and traditions.
An Endowment Fund is a financial asset, typically held by a non-profit organization, which contains the capital investments and related earning. This is an investment made on behalf of a nonprofit that uses the earnings from the investment to fund nonprofit missions, scholarships, and other needs of the nonprofit community. With an endowment, you are creating a permanent charitable legacy which creates financial security for our community in perpetuity.
Through Mel and Debbie Gottlieb’s leadership and generosity, the B’nai Tzedek program began in 1999 and redefined philanthropy by showing young adults that they, too, can change the world through a personal and engaged relationship to lifelong giving. The Next Gen Philanthropy Program helps young people learn about leadership, service, financial literacy, and long-term investing to use their Tzedakah for good—now and in the future. Since its inception the program has grown to over $300,000 with 349 individual fundholders.
Click here to read Donor-Advised Funds: Flexible, Efficient Donor-Centric Philanthropy. This article was co-authored by one of our JFNA advisors for Jewish Foundations, Steven Woolf, and further explains the multitude of benefits and increasingly important role Donor Advised Funds play for donors and charities alike.
If you are interested in exploring any of these fund options, please contact Kellie Smith, Foundation Director, at 904.512.3796 or firstname.lastname@example.org to start the conversation today!
Use the quick links below to help you with your needs. For all stock, wire and ACH transfer instructions, please click the Fuel Your Fund icon.