Grant-Making Options with Your Donor-Advised Fund


Through a donor-advised fund you can recommend grants to virtually any charity. 


Recommend distributions to charities you want to support, using our convenient online access to your account or send in your donation on a Request for Donor-Advised Fund Grant.


You can choose to support a specific organization such as a synagogue or day school, hospital or homeless shelter, environmental group or college alma mater, the Jewish Federation or virtually any other charity.


Utilize your fund to create/support a specific project or program.


Because grant recommendations are processed weekly, you can also respond to emergency situations or new opportunities as soon as you hear about them.

Get started today! Please feel free to contact us via phone or email if we can be of service or answer any questions you may have:

Debra Steinbuch
Planned Giving and Endowment Manager
513-985-1593 |


Jim Friedman
Director of Gift Planning and Endowments
513-985-1524 |