• > Consolidate all giving in one account
  • > All administrative details and record-keeping handled for you
  • > Use a single receipt to manage all charitable tax deductions
  • > Easily manage all account activities online



  • > Receive an immediate tax deduction with each contribution
  • > Invest the balance and the proceeds grow tax-free
  • > Avoid capital gains tax when donating securities and other long-term assets
  • > Avoid estate taxes on contributed assets
  • > Avoid Alternative Minimum Tax, if applicable
  • > Deduct full fair market value on taxes
  • > Bunch contributions for an easy tax planning strategy



  • > Select investment options to suit risk preference
  • > Recommend grants when convenient, now or at a later date
  • > No minimum payouts or giving deadlines required
  • > Make changes without attorneys or CPAs
  • > Choose to be recognized or anonymous with each grant
  • > Complement other giving options



  • > Engage multiple generations in giving decisions
  • > Craft a succession plan designating your heirs, or your favorite charities, or a combination of both
  • > Designate Donor-Advised Fund as a beneficiary of your IRA, avoiding estate and income taxes for heirs



*Like all investments, growth is based on market performance and the Jewish Federation of Cincinnati cannot guarantee rate of return.