Donor Advised Funds


A donor advised fund is a simple and tax-efficient way to manage your philanthropy, allowing you to recommend grants to charities on your own timeline.  When you establish a donor advised 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.  With an Associated donor advised fund, you always have a trusted partner in your philanthropy.

Already have a donor advised fund with The Associated?

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

Online:

Click this link to access DonorSphere, our online grant making portal. If you need assistance, contact Amy Blow at ablow@associated.org or 410-369-9339.

Email:

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

Mail: 

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 lklein@associated.org or call 410-369-9278.

Click here to see Funding Opportunities for current fund holders.

 

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?

Donor Advised Fund (DAF) is a charitable giving vehicle created by an individual or family with an initial gift of $10,000 or more. It offers an immediate tax benefit and allows you to make grants over time to nonprofit organizations of your choosing.  Donor advised funds can be a sensible alternative to private foundations, providing flexible giving strategies with minimal overhead for you as a donor.

You can continue your legacy of giving by naming your children or grandchildren as your successor to recommend grants to charitable organizations.  You can also create a lasting legacy by naming The Associated as the beneficiary of your DAF.

How does a Donor Advised Fund work?

– You make an initial, irrevocable gift of cash, appreciated stock or other assets of $10,000 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.

What are the benefits?

– Obtain a charitable income tax deduction in the year of your gift.

– Facilitate your charitable giving with ease.

– Receive support from The Associated’s professional staff to develop a philanthropic plan that reflects your values and ensures your legacy.

– Continue your legacy of giving by naming your children as grant recommenders from your fund or creating a legacy gift from your fund.

Interested in opening your own donor advised fund?

 Contact Jackie Yahr at jyahr@associated.org or 410-369-9248 for more information

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