Overview

 

Donor-advised funds allow you to centralize your charitable dollars in one convenient account. This user-friendly fund provides maximum tax advantages and flexibility in grant-making along with secure online access to your fund.

 

  • Simplify your annual giving and record-keeping

  • Create flexibility in making contributions

  • Qualify for an immediate tax deduction

  • Avoid capital gains taxes

  • Requires an initial gift of as little as $5,000 to get started

 

Whether you are looking to minimize your taxes, create a charitable family legacy, or honor a loved one's memory, a donor-advised fund may be for you.

 


Practice empowered philanthropy.


 

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 | dsteinbuch@jfedcin.org

 

Jim Friedman
Director of Gift Planning and Endowments
513-985-1524 | jfriedman@jfedcin.org