Donor Advised Funds

Do you want your charitable giving to be simple and trouble-free? Are you interested in involving the next generation in your family’s philanthropy?

A donor advised fund (DAF) is a simple and tax-efficient way to manage your philanthropy, allowing you to recommend grants to charities on your own timeline. DAFs can be started by an individual or family with an initial gift of $5,000 or more. When you establish a fund with The Associated, you always have a trusted partner in your philanthropy.

How does a Donor Advised Fund work?

  • You make an initial, irrevocable gift of cash, appreciated stock or other assets of $5,000 or more to establish the fund.
  • The assets in your donor advised fund are invested in one of our investment options.
  • You recommend grants be made to your favorite 501(c)(3) charities, provided that the use of the grant does not conflict with the mission of The Associated. The Associated will verify the tax status and mission of all charitable organizations that receive grants.
  • Any assets remaining in the fund upon your death or your successor advisors’ deaths are added to The Associated’s endowment fund to help meet future needs of our Jewish community.

What are the benefits?

  • Above all, you have the ability to facilitate your charitable giving with confidence and ease, supporting causes that matter most to you and your family.
  • You may receive an immediate charitable income tax deduction in the year of your gift. In future, you do not pay income tax on the income generated by the fund.
  • You can continue your legacy of giving by naming your children or grandchildren as grant recommenders or by creating a legacy gift from your fund, naming The Associated as the beneficiary.
  • Your fund comes with reliable support and guidance from The Associated’s professional staff, helping you develop a philanthropic plan that reflects your values and ensures your legacy.

Donni Engelhart and Liz Shrier have a donor advised fund with The Associated.

Donni Engelhart and Liz Shrier have a donor advised fund with The Associated.

“We teach our children that charity and giving back are essential Jewish mandates and values, and hope that the fund will give them an opportunity when they are older to make giving decisions,”

Interested in Opening Your Own
Donor Advised Fund?

With our new minimum opening requirement for DAFs, now is a perfect time to make a bigger impact with your charitable giving. Contact Jackie Yahr at or 410-369-9248 to get started.

Already have a donor advised fund with The Associated?

View up-to-date information on your fund and specifics on how to make grant recommendations.

Here’s how you can easily make grant recommendations through your donor advised fund.


Manage your philanthropic giving online with DonorSphere

DonorSphere is our easy to use, online grant making portal. A login is required to access the portal. To preserve and keep our donors’ information safe, everyone must be invited to DonorSphere. If you need assistance, contact Amy Blow at or 410-369-9339.

Log in to DonorSphere.


Print out, complete and sign the grant recommendation form.  Scan it and send it as email attachment to


Print out, complete and sign the grant recommendation form.

Mail to:

Grants Administrator
The Associated: Jewish Federation of Baltimore
101 West Mount Royal Avenue | Baltimore, MD 21201

Need help? Do you prefer using DocuSign? Contact Lauren Klein at or call 410-369-9278.

Click here to see Funding Opportunities for current fund holders.

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